Drafts

3 Steps

When you're in the process of creating a BNPL invitation and enter customer details or proceed to treatment details but don't complete the application, the system saves it as a draft. The draft section can be accessed on the left panel of the dashboard.


Step 1: Saving as Draft

You can enter customer details and click on "continue", but choose not to complete the process or close the tab. The system will automatically save the BNPL invitation as a draft and you can continue the process later.

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Step 2: Completing Customer Details

You must complete the customer details and click on "Continue" to save an application as draft.

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Step 3: Resuming or Deleting Drafts

You can always access the saved drafts from the draft section and resume your journey. In case you want to delete a draft, click on the delete icon in the list, confirm your action, and the system will delete it from the draft section.

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