Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here

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Stronger business through smarter lending…

Virtual Credit Guide & Flow Chart

1. Click Link to ApplicationFrom your Application page, click:

YYour Company Name Here

2. Fill Out and Submit

Y

Fill out all (red) required fields, then Click to Submit:

3. Go To Control PanelFrom your Application page, click Control Panel icon:

Your Company Name Here

4. Click On the Credit Tab

5. Click Customer Name

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.

7. Click Create Transaction

Your Company Name Here

Select all (red) required fields:

8. Process Charge

When completed, click here to Process Charge:

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)

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