Finance Approval
If you navigate to Sales > Approve Orders, you can search for the orders that require finance approval. Click on the order number you would like to approve. Once on the approval page, depending on configurations, you can make a few adjustments to the order. You can adjust the commission percentages and commissions splits for each line item. You can add or remove installment invoices for the entire order. Once you have reviewed the order, you can approve or deny the order. If denied, the rep will receive an email and the customer will need to sign the order again.
Updated 10/18/2022