STAFF PRESENTER PLAYBOOK
📖 Guide for Demo Presentation
Full-Page Guide
Assigned Operational Demo Scenarios (4)

Target Client: US J1 Exchange Sponsors invoicing overseas partner agencies (B2B) and direct participants (B2C) via X-Link or ERP (QuickBooks, Xero, Fortnox) or manually in NEXPORA.

Step 1: 1. Invoicing & X-Link (2 Sources & 4 Accounting Stages) 1. Open Invoicing & X-Link →
Open Invoicing & X-Link to show invoices imported from ERP / X-Link (either reviewed before sending or auto-sent) vs. created manually in NEXPORA, separated by B2B and B2C.
Step 2: 2. Review & Send Invoice (Sends Live Email to Your Inbox) 2. Review & Send Invoices →
Click "Review & Send Invoice" on a draft imported invoice to dispatch the branded invoice & payment link directly to your presenter email so you can show the live email result.
Step 3: 3. Reconciled Payments -> Ready for Export CSV 3. Open Ready for Export CSV →
Inspect paid invoices under "Ready for Export CSV" and click Export CSV (QuickBooks, Xero, or Fortnox) to reconcile in 1 click.
Tip: When you click "Send Invoice", a copy of the client invoice email is sent to your presenter email address and can also be previewed on screen immediately.

Target Client: Private High Schools, Boarding Schools, and Independent Academies collecting B2C tuition from international parents and syncing with School Management Systems.

Step 1: Show School Management System (SIS / ERP) Integration Hub Open SIS Integration Hub →
Open Smart Collect™ to show live 2-way connector status for Blackbaud Education Management, Veracross, OpenApply, and iSAMS.
Step 2: Trigger Live 1-Click SIS Student Invoice Import Sync Student Invoice from SIS →
Click "Import from ERP / X-Link" to pull a student boarding invoice from Blackbaud/Veracross and generate a B2C link.
Step 3: Demonstrate Parent B2C Local-Currency Checkout Create School Tuition Invoice →
Open any student invoice and click "Open Payer Checkout" to show how parents pay in their home currency while the school receives 100% of USD tuition.
Tip: Highlight that schools can either issue invoices natively inside NEXPORA or auto-sync them from their existing School Management System.

Target Client: Large multi-country education & exchange agencies sending high-value B2B tuition batches to the US, Canada, UK, and Australia.

Step 1: Demonstrate NEXPORA Boost ("Boozt") Account Vault Open Wallets & Boost Vault →
Open Wallets (/balances/) to show the Boost Account earning 4.25% APY / 18 bps FX fee offset on seasonal float, and click "Allocate / Recall Funds".
Step 2: Show High-Value B2B Settlements to US, Canada, UK & Australia Open US/CA/UK/AU B2B Payouts →
Open Payouts (/payouts/) to show completed B2B cohort settlements to host institutions in USD ($148.5k), CAD ($96.4k), GBP (£78.2k), and AUD (A$114k).
Step 3: Show Multi-Office Cash Overview (Visibility Only — Not Pooling) Open Non-Pooling Cash Overview →
Open Cash Overview (/cashpool/?view_mode=overview) to show side-by-side balance visibility across WEP Brussels HQ and WEP Melbourne without cash pooling.
Tip: IMPORTANT (Per CFO Note): Discuss before showing Cash Overview. Use the 1-click "Hide/Show Cash Overview Tab" button on the Dashboard or Cash Overview page if you want to hide the tab before a specific client meeting.

Target Client: Commercial B2B & cross-border invoicing for India: set the client company name before the demo, then demonstrate (1) Smart Collect so the end client can pay in local currency, or (2) invoicing in USD (or CAD, EUR, GBP) so the client pays in that currency and funds transfer to INR.

Step 1: 1. Smart Collect or INR Payment 1. Smart Collect / INR Payment →
Show the two clear options: (A) Smart Collect gives the end client the possibility to pay in their local currency, OR (B) Send an invoice in USD (or CAD, EUR, GBP) and let the client pay in that currency, then settle to INR.
Step 2: 2. Pending Accounting Tasks 2. Pending Accounting Tasks →
Review invoices imported from ERP / X-Link before sending, track sent invoices pending payment, or export paid invoices to CSV.
Step 3: 3. Wallets (USD, CAD, EUR, GBP & INR) 3. Open Wallets →
Inspect multi-currency wallets and execute 1-click conversion and settlement to INR.
Tip: Before starting the demo, enter the prospect company name in the Dashboard header so all screens and invoices display their company name.
N X P R NEXPORA
Core Operations
Accounting & Transfers
Treasury & FX
System & Safeguards
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