How to use PayLink

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.

How to use PayLink

PayLink Instructions