Customer Onboarding & Trading Partner Outreach Programme

The Transalis customer success team work hard behind the scenes to establish a connection with all the companies within your trading network.

One of the key benefits of eInvoicing is the easy, fast and accurate exchange of invoices with your trading network, dramatically improving efficiency, enabling you to eliminate blocks and helping to speed up payments. Whilst this is true, success is very much reliant on your trading network having the ability to receive and send eInvoicing documents with their existing systems.

Transalis eInvoice™ offers a Partner Web Portal that allows any trading partner in your network to instantly receive, process and send documentation directly with you.

The trading partner outreach communication programme is a core component of Transalis customer onboarding processes, guaranteeing a higher adoption rate of your trading network than other eInvoicing providers.

Onboarding features include:

Trading partner communication ‘outreach’ programme
  • Automated adoption email nurture workflows
  • Partner registration page (branded with your logo)
  • Priority partner telephone call
Contact & document exchange testing
  • User training
  • Online customer training sessions
  • Full support guideSupport ‘walk-through’ videos

In addition, you will have a dedicated Account Manager who you can contact at any time throughout the onboarding process. Once live, as well as your Account Manager, you can also raise any issues or questions directly onto the Transalis Support portal for speedy resolution.


If you feel you would like to talk to us about your requirements, you can reach us on 0845 123 3476 or +44 1978 369 343 (for international callers), or email us on sales@transalis.com.

View our eInvoicing Product Bundles