virtual credit guide & flow chart. from your application page, click: y your company name here
TRANSCRIPT
![Page 1: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/1.jpg)
Stronger business through smarter lending…
Virtual Credit Guide & Flow Chart
![Page 2: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/2.jpg)
1. Click Link to ApplicationFrom your Application page, click:
YYour Company Name Here
![Page 3: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/3.jpg)
2. Fill Out and Submit
Y
Fill out all (red) required fields, then Click to Submit:
![Page 4: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/4.jpg)
3. Go To Control PanelFrom your Application page, click Control Panel icon:
Your Company Name Here
![Page 5: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/5.jpg)
4. Click On the Credit Tab
![Page 6: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/6.jpg)
5. Click Customer Name
![Page 7: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/7.jpg)
6. Verify Approval and CreditOr, search for customer by name, date, transaction number.You will see their approval level (Gold, Plus, or Silver) and their Total Credit Approved.
![Page 8: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/8.jpg)
7. Click Create Transaction
Your Company Name Here
Select all (red) required fields:
![Page 9: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/9.jpg)
8. Process Charge
When completed, click here to Process Charge:
![Page 10: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/10.jpg)
8. Print Charge SlipSelect “Print” charge slip, then have customer sign.
After, (or at least daily) upload the signed charge slips.
Payment to you is processed and in your account within 3 business days.
QUESTIONS? Call us anytime at: 888.959.1648, Ext. 2 (NBS Member Line)
![Page 11: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here](https://reader037.vdocuments.site/reader037/viewer/2022110322/56649d0d5503460f949e2600/html5/thumbnails/11.jpg)