Setting up your Mochi account
GM

Growth Mochi

Created Aug 08, 2024

Setting up your Mochi account

27
    m

Mochi: Smarter Billing. Faster Payments.

39 Steps
1

Enter the mochi website (www.mochi.ph)

Enter the mochi website (www.mochi.ph)
2

Click on Sign Up for Free to Enjoy a 60-day Free Trial

Click on Sign Up for Free to Enjoy a 60-day Free Trial
3

Click on Sign up here

Click on Sign up here
4

Fill in the fields

Fill in the fields
5

Click on Create your account

Click on Create your account
6

Enter the code sent on your email

Enter the code sent on your email
7

Click on Continue

Click on Continue
8

Type password

Type password
9

Re-type password

Re-type password
10

Click on Continue

Click on Continue
11

Fill in your personal, business, and role information

Fill in your personal, business, and role information
12

Type your business information

Type your business information
13

Select your role

Select your role
14

Check the boxes before proceeding

Check the boxes before proceeding
15

Click on Create account

Click on Create account
16

Click on Sign in

Click on Sign in
17

You will be redirected to the Dashboard

You will be redirected to the Dashboard
18

Click on Settings

Click on Settings
19

You will be redirected to the Settings page

You will be redirected to the Settings page
20

Upload your business logo

Upload your business logo
21

Fill in your business address

Fill in your business address
22

Review your business information

Review your business information
23

Click on Save Changes

Click on Save Changes
24

Click on Receiving Accounts

Click on Receiving Accounts
25

Fill in your Receiving Accounts

Fill in your Receiving Accounts
26

Click on Save Changes

Click on Save Changes
27

Fill in your Receiving Accounts

Fill in your Receiving Accounts
28

Click on Payments

Click on Payments
29

Click on Add a custom payment method

Click on Add a custom payment method
30

Fill in the name of your bank or e-wallet

Fill in the name of your bank or e-wallet
31

Type in your bank or e-wallet details

Type in your bank or e-wallet details
32

Click on Add payment method

Click on Add payment method
33

Click on Users

Click on Users
34

Click on Users

Click on Users
35

Click on Invite users

Click on Invite users
36

Type the email of the invited user

Type the email of the invited user
37

Click on Member

Click on Member
38

Select either Manager or Member

Select either Manager or Member
39

Click on Invite users

Click on Invite users
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