1. .
  2. Product Contracting

How to use PayLink

PayLink Instructions

Initially, you go through your sale as usual until you get to the Forms Page. #2. Product Contracting.

  • To change the lender for individual products you will navigate to the row of the product you wish to change.
  • Drop open the Lender field. (See highlighted red below.) 

 

  • When the dropdown opens, you can select PayLink


  • Mark your product sold.

  • Repeat the last 4 steps as needed for all of your PayLink products. 

Note: Once your product is marked sold, your Product Lender is locked. To make edits to your Product Lender simply uncheck the Sold box. Make your edits. Re-check the Sold box when complete. 

  • Now that all of your products have the correct product lender you can generate your contracts. Select the Generate All button.
  • Your product Status will change to a red PDF symbol when contracts have been successfully generated. 


  • To display and review your contract, use the Display All button. 
  • The right half of your screen will populate with the contracts where you may review them.

 

  • To complete the PayLink process you will use the black arrow to open up #4. Product Lender Contracting


  • From here you will select the blue Contract button. 



  • The right half of your screen will transform to the PayLink Direct - Payment Plan Infomation. From here you can fill in any of the needed information.

 

  • Once you have filled in all of the remaining information, you can click the grey Continue To e-Signature Page button.
  • When complete with your PayLink e-Signature page you may return to the MenuMetric system to log your deal.