Learn Spring.

Short walkthrough videos of everything you can do in Spring — from connecting your accounts to drawing on funding.

CardsTable

agent

5

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Bank Analytics

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Documents & Files

4 steps· 0:16Play · 0:16

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Send Emails

5 steps· 0:33Play · 0:33

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How To Use Agent

6 steps· 0:40Play · 0:40

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Notes & Checklists

4 steps· 0:20Play · 0:20

NOA

5

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How to Add Payment Terms for a Retailer

6 steps· 0:17Play · 0:17

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How to Create an NOA

5 steps· 0:17Play · 0:17

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How to Add a Manufacturer (Penny Test)

7 steps· 0:28Play · 0:28

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Manage NOAs

4 steps· 0:16Play · 0:16

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Retailer Intelligence

4 steps· 0:17Play · 0:17

funding

7

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Apply for Financing

5 steps· 0:35Play · 0:35

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Funding Analytics

4 steps· 0:17Play · 0:17

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How Repayment Works

8 steps· 0:38Play · 0:38

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How to Check Your Funding Status

3 steps· 0:14Play · 0:14

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How to Upload Bills for PO Financing

8 steps· 0:25Play · 0:25

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Track Deals

4 steps· 0:16Play · 0:16

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Understanding Holds

6 steps· 0:25Play · 0:25

connect

6

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Connect Accounts

4 steps· 0:32Play · 0:32

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How to Connect Your Email

5 steps· 0:14Play · 0:14

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How to Connect Your Shopify Store

6 steps· 0:23Play · 0:23

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How to Connect SPS Commerce

4 steps· 0:16Play · 0:16

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How to Connect Your Bank

5 steps· 0:21Play · 0:21

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How to Upload Bank Statements

5 steps· 0:21Play · 0:21

invoices

5

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How to Import Invoices from QuickBooks

5 steps· 0:15Play · 0:15

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How to Import Invoices from SPS

5 steps· 0:15Play · 0:15

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How to Submit Invoices for Factoring

5 steps· 0:14Play · 0:14

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How to Upload an Excel Sheet of Invoices

7 steps· 0:21Play · 0:21

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Submit Invoices

4 steps· 0:13Play · 0:13

account

2

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How to Invite Your Team

6 steps· 0:16Play · 0:16

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Manage Your Team

4 steps· 0:23Play · 0:23

referrals

4

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Refer Merchants & Share Your Link

2 steps· 0:11Play · 0:11

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Set Up Your Referral Payouts

4 steps· 0:17Play · 0:17

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Sign Your Referral Agreement

4 steps· 0:18Play · 0:18

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Track Your Referrals

4 steps· 0:17Play · 0:17