You are responsible for obtaining the customer's signature on a certificate of completion or installer's checklist. Keep the original customer signed document on file for a minimum of 5 years as you may be asked to provide in the event of a customer dispute.
I have obtained the customer's signature on either a certificate of completion or installer's�checklist.
Transaction Status
019123
Summary
Jane Doe
6569
Product Information
19-Jun-2018
Solar
45
1234
Sale Information
Total Sales Price
$2,000.00
Down Payment
0
Amount financed
$2,000.00
Promotion Selection
No Monthly Interest if Paid in Full within 18 Months†
Customer Rejected
Jane Doe
06/19/2018 05:51:07 AM
12.181.196.65
Jane@Doe.com
01-Dec-1975
Send Sales Slip to Customer
Authorization Approved: 223457
Summary
Customer Name
Emily Doe
Last 4 of Acct #
2345
Product Information
Date of Sale
10/01/2016
Product
Roofing
Brand
Hp
Model # / Description
Model-123
Sale Information
Total Sales Price
$3000
Down Payment
$1500
Amount Financed
$1500
Percentage of Sale
Cost
Stage 1:
Initial Payment
60%
$0
Stage 2:
Payment Processed at Completion
40%
$0
The stage 1 amount will be charged to the customer's card when the Sales Slip is signed. The stage 2 amount will be charged when the project is completed.
Promotion Selection
No Interest if Paid in Full within 6 Months†
Plan 920
The sales slip requires an eSignature from the customer that will
be sent to the Email entered below.
Primary cardholder's date of birth will be used for verification
purposes when the customer uses the link sent to them to provide
an eSignature. Please enter the cardholder's date of birth below.
Cardholder's Date of Birth for Verification
Sales Slip Confirmation
Customer Name
Joe Approval
Last 4 of Acct #
1123
The sales slip has been sent to the customer for eAcknowledgement. Please check the Transaction Status report to monitor when the customer has provided an eSignature for the sales slip.
Resend Sales Slip to Customer
Rejected Sales Slip
Signed Sales Slip
Authorization Approved: 223457
Summary
Customer Name
Emily Doe
Last 4 of Acct #
2345
Product Information
Date of Sale
10/01/2016
Product
Roofing
Brand
Hp
Model # / Description
Model-123
Sale Information
Total Sales Price
$3000
Down Payment
$1500
Amount Financed
$1500
Promotion Selection
No Interest if Paid in Full within 6 Months†
Plan 920
Customer has not provided their eSignature for this Sales Slip.
The sales slip requires an eSignature from the customer that will
be sent to the Email entered below.
Cardholder's Date of Birth for Verification
10-Mar-1960
Customer Rejected
Name
Emily Doe
Email
Emily@Doe.com
Date Rejected
10/23/2016 13:35:31 PM EST
IP Address
192.168.0.1
Customer eAcknowledgement
Name
Emily Doe
Email
Emily@Doe.com
Date Signed
10/23/2016 13:35:31 PM EST
IP Address
192.168.0.1
Sales Slip Confirmation
Customer Name
Emily Doe
Last 4 of Acct #
2345
The sales slip has been sent to the customer for eAcknowledgement. Please check the My Transactions screen to monitor when the customer has provided an eSignature for the Sales Slip.
Transaction Status
029591
Summary
Jane Doe
1000
Product Information
29-May-2018
Kitchen Reface
45
K124e
Sale Information
Total Sales Price
10
Down Payment
0
Amount financed
$2,000.00
Stage 1: Initial Payment
Percentage of Sale
30%
Cost
3.0
Stage 2: Payment Processed at Completion
Percentage of Sale
70%
Cost
7.0
The stage 1 amount will be charged to the customer's card when the Sales Slip is signed. The stage 2 amount will be charged when the project is completed.
Promotion Selection
No Monthly Interest if Paid in Full within 18 Months†
