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- BNPL (Buy Now Pay Later)
- Process
- Submit and track provider work
Submit and track provider work
After an independent decision, Finance Officer follows the banking provider submission and records the provider instruction reference. The reference identifies a request; later confirmation or settlement evidence establishes what happened to it.
Step by step
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Review instruction Credit Reviewer
Credit Reviewer records the independent authorization for the revision.
- Credit Reviewer records the independent authorization for the revision.
- Updates Credit decisions, Applications
ApprovalA person approves before the work moves on. -
Submit to provider Finance Officer
Finance Officer follows submission through the banking provider and records its instruction ID.
- Finance Officer follows submission through the banking provider and records its instruction ID.
- Updates Applications, Operation receipts
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Confirm provider effect Finance Officer
Finance Officer checks provider confirmation or settlement evidence before confirming the instruction.
- Finance Officer checks provider confirmation or settlement evidence before confirming the instruction.
- Updates Assessment evidence, Applications
Who does what
Roles and permissions- Credit Reviewer
- , Finance Officer, 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.