In order to protect the payment information of retailers and wholesalers on the Ollie platform, customers are required to verify and approve all payment methods prior to their use on the app. Sellers and suppliers on Ollie Order are however allowed to request payment information directly from their customers. Once a request is received, customers will need to create an Ollie Order account to add their payment information and approve usage from sellers or suppliers on the app.
2. Click on Customers
3. Click on a customer
4. Click on Details
5. Click on Request Payment Info
6. Enter the customer's contact information
7. Click on Send Invitation
8. Click on Request Access
Please remain in contact with your customer. Once they add their payment information, you will need to log back into the app and request access via the customer details page.
9. Set credit card as preferred payment method
Once the credit card has been approved for use by the customer, you will receive an email notification. Log back into Ollie Order to change the preferred payment method to credit card. You can now utilize this credit card for payments within Ollie Order moving forward.