Prepayments Guide

How to Request or Allow a Prepayment from a Customer

Note: A prepayment is not associated with any specific program and will act as a brand-specific credit on the customer's account until it is used during checkout

1. Sign in to a PlayerFirst website.

2. On the left navigation, click Sales > Invoices.

3. Select the three-dot icon in the top navigation next to invoices.

4. Select Prepayment Link.

5. You may enter the Amount, but it is not required.

6. Copy the displayed link and send it to the customer.

How to Make a Prepayment - User

Note: A prepayment is not associated with any specific program and will act as a brand-specific credit on the customer's account until it is used during checkout

1. Sign in to a PlayerFirst website.

2. Select the prepayment link received from the brand OR

3. Select the Orders and Payments tab in the sub-navigation of the account.

   1. Select Make Prepayment.

   2. Enter the Payment Amount.

4. Confirm the Billing Information, Payment Method, and Credit Card Information are correct to make the payment.

5. Select Make Payment.

How to Charge a Prepayment - Admin

1. Sign in to a PlayerFirst website.

2. On the left navigation, click Sales > Invoices.

3. Use the Search and Filters to find the invoice that a prepayment should be applied to.

4. Click the Invoice Number to open the invoice.

5. Click the Receive Payment button.

6. Enter the amount that will be paid through the prepayment.

7. Under Method, select $XX.XXX.XX Credit: Prepayment.

8. Click Save Payment.

How-Tos:

• How to Request or Allow a Prepayment from a Customer

• How to Make a Prepayment - User

• How to Charge a Prepayment - Admin

Videos:

• How to Request or Allow a Prepayment from a Customer

• How to Make a Prepayment - User

• How to Charge a Prepayment - Admin