You can preview and adjust the invoice that the customer will receive, as well as view the documents as the customer will see them. After previewing the order, you can deliver it to the customer.
If the order you want to work with is not currently open, click the Orders tab and use the "Order#" field to find the one you want quickly. You can also select the order from the list, then click View Order Details, or double-click the order. In each case, you will end up on the Order Details page.
The example below shows the completed order.
- When you have assembled all the documents and added them to the order, click the Preview & Submit button to see a "Payment Summary".
The top part of the "Payment Summary" shows the fees for the forms and documents you will send the customer.
The "Less: Discount Applied" and "Plus Additional Charges:" fields are optional. If used, then the totals below will update automatically.
If you check off the Schedule box, the section will expand to show a date field with the customer's requested delivery date. The eStrataHub system will automatically deliver the order first thing in the morning of the date shown here. You can use the calendar icon to adjust the delivery date, as long as the date is the next business day or later.
Read the text at the bottom of the screen carefully and check the box if you agree.
Click Preview Order to view the order just as the customer will see it. We recommend that you check all documents before sending them to your customer. If you can open them and verify that they are correct you can avoid many potential problems.
If you are satisfied with the preview, click Deliver Order to deliver the order right away, or Schedule Order if you checked off the scheduling box. For both options when the documents go to the customer, the order's Status will change to "Waiting for Payment".
During the "Preview Order" stage, you have an opportunity to discount or add charges to the "Payment Summary" if need be.
If you use the "Additional Charges" line for things like courier charges of original documents, ensure that the customer pays for the eStrataHub order before sending the documents by courier.
The customer will receive email notification that their documents are ready for payment and delivery. When the customer pays for the order, the status will change to "Complete".
Once the customer has clicked the Complete Payment button and the system has verified payment, the customer will be able to view and download their order as PDF files. At that point the order is complete, and eStrataHub sends funds to your company's bank account.