Supporting documents template
Once your customer’s application has been accepted, we require some supporting documents before we accept the agreement:
- An invoice detailing what the customer has purchased
- Proof that the customer has received the service/goods in full, signed by the customer
When you submit your supporting documents, we will check a few things where relevant;
- Does the name on the invoice/order form and proof of completion match the name on the application form.
- Does the amount on the invoice match the amount on the form, and is the financed amount specified if different to the overall total order value.
- Has the invoice/order form been included in the supporting documents.
- Has proof of completion been provided, if you’re unsure what should be included in this for your business, please contact us on 0333 212 2141 or email Support@Payitmonthly.uk
- Has the shipping address been included where relevant and matches the agreement.
If all of the above criteria have been met your supporting documents will be accepted, meaning the agreement has been accepted and it will be included in the next billing run.
What happens if my supporting documents are sent back to me?
If your supporting documents are sent back, then this means 1 or more of the above criteria wasn’t accepted by the verification team. The notes on the account will give you a clearer description as to why the verification was sent back and what we require. You will also receive an email to let you know it has been returned to your task menu with notes about why we weren’t able to accept the application.
Please see a link below to a template of the supporting documents for you to use.