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.
- Select the 'Orders' tab and select the Order to open
- Select the 'Edit" button to make changes to the Order
- When finished select the 'Save' button at the bottom of the Order
- Select the 'Done' button
- 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.
