PayWithCheck

by DeenaKelly
Last updated 7 years ago

Discipline:
Resources & Tools
Subject:
Personal

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PayWithCheck

ONLINE PURCHASE WITH PURCHASE ORDER & CHECKCustomers have purchasing options from our web store. They are listed below, but process explained here is directed to online purchases with a payment method of PAY BY CHECK.Pay by Credit Card: Customer chooses products, accept terms, chooses payment plan (monthly/yearly) pays by credit card, and license and invoice/receipt is mailed directly to customer.PayPal: Same method as above. Customer chooses products, accept terms, chooses payment plan (monthly/yearly) pays by credit card, and license and invoice/receipt is mailed directly to customer.Pay by Check: When customer completes form chooses (Image 1) pay by check, and clicks pay, an inquiry is generated, Web store form data is mapped to: (Image 3) lead record in SF, with a (Image 2): notice sent to sales and territory salesperson.

ORDER GENERATED

EMAIL CONFIRMATION

LEAD RECORD

VERIFY & CONVERT

ACTIVATE LICENSE

COMPLETE FIELDS

GENERATE INVOICE

TRACK TILL PAYMENT RECEIVED

WEB ORDER to LEAD RECORD to OPPORTUNITY


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