If they haven't already been approved, start by sending the customer the link to your unique application.
Once they've been approved, you're ready to process the order!
Step 1
Locate your customer's company account under the "Companies" tab in your Credit Key portal by searching for their name, email, or phone number.
Note: All orders must be processed from within your customer's account.
Step 2
Once you are on your customer's company profile, click "+ Create Order" in the top right corner and a form will pop up to complete the purchase details.
- Complete the ID field (your invoice/order/quote ID for your tracking purposes)
- Enter a description of the purchase in the Item Name field
- Enter the total amount of the order/purchase in the Price field
- Optionally, enter the Customer ID and "Attach your invoice" to upload the invoice from your computer (Help Article: What is the Customer ID #?)
Step 3
Click Next and verify all details have been correctly inputted.
Step 4
Click confirm to send the email to your customer to confirm their terms for the order.
Important:
Once your customer confirms the terms on the order, you will see the order marked as "Placed" within the Orders tab of your company portal.
After this, check out this article for next steps: How do I get the funds for the order?
Here is a helpful video with the steps:
For any other questions, contact our team by visiting creditkey.com/support