Authorizing an Order in the Versatile Portal

• The purpose of this guide is to provide a walkthrough of authorizing orders in the Versatile portal
• This guide is intended for personnel authorized to process orders through the portal.
• If you require any assistance past what this guide provides, please contact Versatile Credit Customer Support
  • Email: support@versatilecredit.com
  • Phone: 866-803-3369

Overview

Authorizing an order is the process in which the customer gives permission for the available balance on their account to be used for the purchase you're processing. Additionally, during this step, the customer selects a promotional plan.

An order needs to be created before it can be authorized. Click HERE for more information on creating sales orders.

Step-by-Step Guide

1. After creating an order, you can authorize it by clicking Authorize in the top right corner of the screen.

   

2. Once you click Authorize, a window will populate with all the information relevant to the transaction. You will need to select a financing plan from the dropdown menu.

   

3. Click Authorize to finish the process.
4. The order will now be authorized, and it can then be funded once the customer receives their merchandise.

Click HERE for more information on funding orders.