A guide to get you started using Nimbla

Start your journey with us by signing up for an account on Nimbla.com – it is free to sign up and maintain your account, you’ll only pay when you purchase a policy.

Sign Up
Once you have given us a few details about yourself and your company, or your broker or another of our partners has signed you up, you’ll receive an email from us to allow you to proceed. Follow the steps below.

Step 1: find your email from Nimbla

Check whether your activation email from Nimbla has landed in your ‘Junk’ folder. Make sure you are checking the email account that you used to register with Nimbla.

Step 2: activate within 48 hours
Once you have located your email from Nimbla, click the link in the email. If more than 48 hours have elapsed since you registered, you will be redirected to the ‘Reset Password’ page where you can request a new Nimbla activation link. You must click this new link within 48 hours to activate your Nimbla account.

Step 3: keep your login details safe

Once your account has been activated, make sure you create secure login details. Keep your login details safe so that you can access Nimbla whenever you need us.

Troubleshooting
Most issues can be resolved through resetting your password – if you are sure you used the correct email address the first time, just enter that in to the “reset your password” option on the login screen. If not, simply sign yourself up again ensuring the address is correct, to make sure you get the email.

If you are still unable to activate or access your Nimbla account, please contact Customer Support live at Nimbla.com, or email us at [email protected].

Using Nimbla

Option 1: Manually add an invoice

Enter one invoice at a time

To add an invoice, please sign into your Nimbla dashboard.

From there, click on ‘Add Invoice’ on the top right hand corner of the page.

This will open up a pop-up window, which will prompt you to add the invoice details (such as the name of your buyer, invoice number, total value, issuing and due date of the invoice).

You don’t have to add the exact invoice number at this stage, although we do recommend it for efficient record keeping.

Once you’re done, click on ‘Calculate quote’ to add your new invoice to your Nimbla dashboard.

Need to make any changes or add a Loss Payee? You can always edit invoices at checkout. Simply add your invoice into your policy by clicking the ‘Add to policy’ button next to the invoice, then ‘Review & buy policy’. To edit the invoice details before. purchasing your policy, just click ‘Edit’.

Option 2: Connect your accounting software

Alternatively, you can connect your accounting software with your Nimbla platform to automatically upload invoices, and mark them as paid when done so on your software. For more information, click here.

Connect your Accounting Software

Purchasing your policy
Step 1: Check the details

To purchase your invoice insurance policy, please sign into your Nimbla dashboard.

From there, you should see all your invoices and the insurable invoices will have a quote displayed on the right hand side.

Once you have selected the invoice(s) that you want to insure, go to your basket and double check all the details. This is the last time you’ll get to review and change your invoice before you purchase the policy.

If you synced your cloud accounting software, all the details will correspond exactly to the invoice you raised for the customer – the only thing that might be missing, is the ‘Loss Payee’.

This is the person or organisation who will receive the claim payment (such as your factoring or invoice funding company).

If you need to include a ‘Loss Payee’, please do so now as this will be important in the event of a claim.

Step 2: Pay for your policy

Before purchasing your policy, please read through the policy documents. It’s important that you understand what you are and aren’t covered for in this policy so do feel free to get in touch if you have any questions.

Once you’re happy to proceed, click the little square box to indicate that you’re happy to proceed.

From there, click the blue ‘Buy’ button and input your card details as you would at any other online retailer.

Once the payment has been confirmed, your copy of the policy documents will be sent directly to your email address for safe keeping.

You’re now all insured!

What Now?

Once your invoices have been paid, you can log in to your platform to mark them as such, or do so through your accounting package if synced. If your invoices aren’t paid on time, make sure to chase your customer as per our terms and conditions – and if unsuccessful, pass to debt collection through our partner Koguda, or through your own collections partner. More advice on this can be found elsewhere in our FAQs.