My Customer has Completed their Financing, What Do I Do?: Creating a Purchase Order

In order to complete a purchase and have the proceeds from your sale deposited directly into your business bank account, a Purchase Order must be created.

Once the order is created the customer will be notified via email and text message via the PayPossible system. Only a review, confirmation, and completion of the Purchase Order by the Customer will trigger the transfer of funds from the lender they selected.

EDITING AN ORDER: If you need to adjust the price or add an additional item to a Purchase Order that you created but have NOT sent to the customer yet, follow the steps below.

  1. Select the 'Orders' tab and select the Order to open
  2. Select the 'Edit" button to make changes to the Order
  3. When finished select the 'Save' button at the bottom of the Order
  4. Select the 'Done' button
  5. Select the 'Send' button when you're ready to send to the Customer

*Please note: if you have already sent the PO to the customer you will need to select the 'Cancel Order' button and then create a new order.

How did we do?

Powered by HelpDocs (opens in a new tab)