Sellers onboarded to LeafLink Payments prior to August 1st, 2022 are required to manually update the preferred payment program for each individual buyer, in order for the pair to transact using LeafLink Payments. Buyer settings are automatically set to “Do Not Process” at the time of Payments onboarding, and can be activated via your Marketplace CRM. See below for more information:
Upon clicking on “Customer,” you will see a banner in the top fold that conveys the number of invoices and buyers that are still waiting for payment activation.
By activating these buyers, you can take advantage of LeafLink Payments, which will front the cash to your buyers to pay back at a later date by offering them net terms, and ensure you’re paid following delivery confirmation – the total amount depending on their monthly credit limit.
Click on “Review Buyers” and you’ll be navigated to the Customer Management tab. Here you’ll be able to review the eligible buyers that still need to be activated to LeafLink Payments by your team. Following activation, LeafLink Payments will be the default payment method between yourself and this customer, and will be indicated as such on your Marketplace invoices.
From there, you will see any existing invoices tied to that newly activated customer in the Invoices tab of the Payments portal, where you will then need to follow the standard workflow of assigning that invoice to that customer. That will populate the invoice in the Invoices tab within their Payments experience, so they can confirm delivery of the product, which then tells LeafLink to release the funds to the seller.