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1. Find your customer

Open Compliance > Incomplete.
Compliance page on the Incomplete tab, listing two customers with ID, name, email and created date

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2. See what is missing

Click the customer’s row, then open Requirements to see exactly which items are still missing.
Compliance Review panel showing Requirements with proof of residence and KYC questionnaire marked Missing and an identity document marked Pending Review
Click KYC & Terms link to generate a link covering verification and terms signing. It’s copied straight to your clipboard.
  • Help your customer gives you a ready-to-send message naming what is missing, with its own copy button. Pair it with the link if you’re messaging the customer yourself.
  • Tick Email the link to the customer only if you’d rather MoonPay Enterprise send it for you.
Generate onboarding link dialog with a checkbox to email the link to the customer, and Cancel and Generate link buttons

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4. Reuse it later

Once a link exists, the button changes to Copy KYC & Terms link, so following up with the customer reuses the same link instead of generating a new one.
The same panel after minting, with the footer button now reading Copy KYC and Terms link