How do I create a business client?
Creating a business client allows you to register a company or organisation in the system before starting the business verification process (KYB).
Steps to create a business client:
- Go to Clients → Business
- Click Create New Business Client
- Fill in the required fields:
- Contact details
- Client Type
- ABN
- Country of Registration
- Click Create
The business will appear with “Not Started” KYB status.
👉 What to do next: Initiate KYB to verify the business.
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