Within the back office, the affiliate has the ability to place and go through the order with the customer if they are right there with you.
If you are placing the order for your customer, you will see the option to "send to customer" after you've added to cart what package they want to purchase. The customer can then log into their own account and add payment to their order once they've read and signed the agreement.
Steps to Add Payment:
Click on Orders.
Click the circle under the More column that appears on the far right side of your pending order line then Edit Order/Payments.
You can then select from the dropdown menu debit/credit card or cashiers check.
You will then be prompted to enter in the payment details, and click the BLUE Add Payment button once you are finished.
You will then be able to click the GREEN Next button which will take you to the review page of your order.
The last step Submit Order will charge your card (if selected as pay method) and will send your signature to support for approval.
Comments
0 comments
Please sign in to leave a comment.