Generating a payment plan

Required option: LNB Pay
Authorised profiles (depending on the brand): Brand manager, Sales representative

Depending on your permissions to generate a payment link, you can automatically create the payments linked to your retailer's payment terms and send a payment link from your retailer's order.

Note: You cannot generate a payment plan if the retailer linked to the order does not have payment enabled in its settings. You must also have been granted permission by the brand to access payment plan generation.

Generating a payment plan
Sending a payment link

To generate a payment plan, follow the steps below:

Go to the Sales > Orders menu
Open the order by clicking its PO number
Go to the Payments tab
Check the payment terms shown, then click the Generate payment plan button
Refresh the page from your browser or by clicking the "refresh this page" text
Go to the Payments tab again
Open the payment page by clicking the Open payment page button at the top right. You can send this link to your buyer externally at any time

Sending a payment link

You can send a payment link to your buyer from the order (Payments tab) or from the relevant payment's record by clicking the three dots.

To send it from the order, follow the steps below:

Go to the Sales > Orders menu
Open the order by clicking its PO number
Go to the Payments tab
Click the blue icon in the Notify column for the relevant payment

A confirmation message appears at the bottom left of your browser

Online payment

Generating a payment plan