These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- BNPL (Buy Now Pay Later)
- Process
- Confirm provider effect
Confirm provider effect
Finance Officer checks the provider response after an instruction is submitted. A confirmation or settlement event carries its own source ID, date, amount and verification result. Those details support the recorded outcome.
Step by step
-
Submit to provider Finance Officer
Finance Officer records the provider instruction reference and awaits the outcome.
- Finance Officer records the provider instruction reference and awaits the outcome.
- Updates Applications
-
Confirm provider effect Finance Officer
Finance Officer checks provider confirmation or settlement evidence, amount and date.
- Finance Officer checks provider confirmation or settlement evidence, amount and date.
- Updates Assessment evidence, Applications
-
Reconcile movements Credit Reviewer
Credit Reviewer compares the resulting provider movement with the confirmed instruction.
- Credit Reviewer compares the resulting provider movement with the confirmed instruction.
- Updates Reconciliation items, Applications
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.