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- BNPL (Buy Now Pay Later)
- Process
- Open a provider account
Open a provider account
A provider account request begins with a parent banking instruction and an organization. Finance Officer records the applicant and initial deposit. Credit Reviewer examines the submitted revision, and provider authority determines when the team records completion.
Step by step
-
Prepare instruction Finance Officer
Finance Officer identifies the parent instruction and organization for the account request.
- Finance Officer identifies the parent instruction and organization for the account request.
- Updates Applications, Account applications
-
Review account application Credit Reviewer
Credit Reviewer examines the submitted account application revision and supporting evidence linked to its parent instruction.
- Credit Reviewer examines the submitted account application revision and supporting evidence.
- Updates Account applications, Credit decisions, Applications, Record attachments
ApprovalA person approves before the work moves on. -
Confirm account opening Finance Officer
Finance Officer records the provider application ID and completes the case when authority arrives.
- Finance Officer records the provider application ID and completes the case when authority arrives.
- Updates Account applications, Financial accounts
Who does what
Roles and permissions- Finance Officer
- , Credit Reviewer, Auditor.
- App Administrator
- Maintains organization membership and access without taking a financial decision.
Set up BNPL (Buy Now Pay Later) your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.