How to process a sale
*Ensure OD Post Consult Form is complete*
1. Open the clients account and click on ‘Orders’.
2. Click ‘Add Order’
3. Select yourself as the Sales Referral Partner
4. Click Save
5. The page will refresh where you will see the option to ‘Add Order’
6. Click ‘Add Order’
7. Type in Product Code (start typing the price or number of prepaid months).
PLEASE REFER TO CURRENT PRODUCT AND PRICING
8. Click ‘Save’. This will not process the payment yet
9. Click ‘Add Payment’
10. Click ‘Credit Card Charge Now’ (Never click any of the other options!)
11. Click ‘Add a new card’ and enter in the payment details over the phone. Alternatively, you can select the card on file (if you have used the ‘Upload Credit Card Details’ form or their details are already in the system.
12. Click ‘Apply Payment’
13. If the top of the invoice says ‘Paid’ and the Balance is $0.00, the payment has been successful.
Failed Payments:
If the invoice says ‘Unpaid’ and there is an outstanding balance, then the payment has not been successfully processed.
Try clicking ‘Add Payment’ again and re-enter the card details.
If you have any trouble, reach out to the Sales Support channel on Slack.
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