Training Guides
Find all the guides you'll need to make your financing program a success
Merchant Portal Guide
In this guide, you'll find everything you need to access the Merchant Portal, how to create a new in-store purchase, how to manage your staff, and an overview of the payment summary and reporting available.
Troubleshooting Guides
These guides will show you what the customer experience looks like from their perspective and what they can expect as they move through the app to complete both in-store and online transactions. There's a number of guides depending on whether or not the customer/patient is new, existing, in-store, or online.
In-Store Solutions
Standard Merchant Led Purchase Journey
Merchant Led Purchase Journey with Self-Declared Income
Merchant Led Purchase Journey with Self-Declared Income & In-Person ID
Ecommerce Solutions
New & existing customer ecommerce purchase journey
Existing customer ecommerce purchase with limit increase request
Updated 3 months ago