How To Order Points and View Past Invoices and Orders

How To Order Points and View Past Invoices and Orders

To Order Points:

 There are two ways to order points:

1. From the main screen click on ORDER POINTS on the top left of menu:


 

2. Ordering from the VIEW INVOICES page by clicking on ORDER POINTS: 





 



On the order points page:
  1. Enter the number of points you wish to order. 
  2. Enter in a PO number if required)
  3. Choose how you want to pay (credit card vs EFT) and click that order button. 

If you pay via EFT, the order is considered PENDING until funds are received. If you pay Via credit card, the points are APPROVED immediately.  Note that there is an additional cost of 1 cent per point to pay via credit card due to the charges that are incurred on funds held for employees. 

 To access the points order page by from the main left menu to review order history etc.:

  1. Click on POINTS
  2. From the drop down click MANAGE ORDERS 


On the next screen you will see your order history:


You can see the status of your order:

APPROVED: The order is complete, paid and the points have been deposited into the business account.  

PENDING: The order has been submitted by the business and is awaiting the receipt of funds prior to the points being released. 


Order Types:

Standard= Orders were sent pending the receipt of funds through EFT
Express= Orders paid via credit card and approved immediately. 

There two actions you can take with each invoice:

View = View completed orders.
Delete = Pending orders can be deleted (approved orders cannot be deleted). 

 

 


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