How do I recharge / purchase a package?

How do I recharge / purchase a package?

Here is a Video explaining the Balance/Buy: 



Here are the steps to Buy a package: 

  • Click on Balances / Buy

  1. Click on Recharge Now

    2. Note: This page gives Overall information about the Wallet and Package balance.


Wallet Recharge Page: 

  1. It is recommended to keep your account wallet topped up to avoid any delay for ad-hoc charges raised for approval.
  2. If you decide not to recharge your wallet:
    1. Click on No Recharge
    2. Click on Next
OR
  1. If you decide to recharge your wallet:
    • Click on Recharge
    • Click on Next

  • Choose the Package 
    • Click on View Checks to view the checks included in that particular package.

  • Click on + in the package qty to add the unit to purchase
    • Ensure to note the minimum quantity per package that comes with, and add the candidates accordingly
  • Choose the Use wallet balance checkbox to make your purchase using your wallet balance.
  • Choose TDS % 
    • (If % doesn't reflect, please write to cs@springverify.com with the % you want to reflect on this page, and the team will enable the same. Post that, you can select on this page.)

Now, there are two ways to make the payment. 

1. PAY NOW

Only if you make the payment, please follow the below process:

  • Click on the PAY NOW
    • You will get a pop up to confirm the TDS you have chosen
    • Click on Checkbox and Confirm

  • Post confirmation -> It will be redirected to the payment method as shown below.
    • Select the preferred payment method and click on Pay Now.
  • Upon successful payment, you get redirected to the main page.

 

You are all set.
The unit is added to the package.

2. FINANCE TO PAY

  • If you choose the option Request Payment, follow the instructions below.
    • Note: This option lets you send a Proforma Invoice to your finance team for payment.

  • Click on Request Payment.



  • Select Due Date (Pay-by-date): The finance team will receive an email notification to remind them to complete the payment on the due date.
  • Choose the user you want to send the link with a proforma invoice for completing the payment.
  • You can also choose the External Contact if you don't have the preferred contact email under recently used. 
  • Choose External contacts
    • Enter the email
      • Note: Please double-check the email address before proceeding.

  • The link got sent to the external contact email address.

How does the email look for the Finance team?
Here is how it looks:
  • The finance person would receive an email in the below format
  • The Proforma Invoice gets attached with the direct payment link to the email.


The finance can make the payment in 2 ways.


  • Pay Now (recommended)
  • The Proforma Invoice attached

Once the payment gets done by your finance team, the account will get updated automatically. 


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