Audience: Sales Associates, Store Managers, Loan Officers
Topic: Origination & Offer Management
Prerequisite: The Application must be in the Offers stage (Approved).
Overview
In the PayPlan workflow, an application often starts with a general approval limit (e.g., "Approved for up to $2,000"). To finalize the financing terms, you must create a specific Invoice that tells the system exactly what items the customer is purchasing and the final dollar amount required.
This guide outlines the steps to generate an invoice and select the final offer.
1. Click "Offers"
2. Click the Application with a status of Pending Invoice
3. Click "Create Invoice"
4. Select "Appliances” or the product the borrower is financing
5. Enter the quantity.
6. Click "Create Invoice."
7. Click "Offer Generation."
Final step: (Borrower selects the offer): the Borrower has their offer(s) in their customer portal. They receive an email and text message in order to redeem their offer.
