Run Credit Check only

linked2pay/paycosmos customers who only want to run a credit check on their client(s) or potential client(s), with the available credit checks you have, start on the "Clients" tab to begin running a credit check. From here, click the blue "Add" button. Once that is selected, a window will pop up to input the new client information.

2.png

Entering the company name is optional, you are only required to provide either the Email or Mobile number of the company you wish to verify, then select "Yes" to Run credit check only. Click "Send Email" or "Send Text".

add_contact.PNG

Now your client or potential client will receive an email or a text that reads:

"<<Your Company Name>> wants to thank you for your recent inquiry. Click here to fill out the credit check application."

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.