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Stronger business through smarter lending… Virtual Credit Guide & Flow Chart

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

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Page 1: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here

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

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

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

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

4. Click On the Credit Tab

Page 6: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here

5. Click Customer Name

Page 7: Virtual Credit Guide & Flow Chart. From your Application page, click: Y Your Company Name Here

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

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

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

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