Operate Overview
ChargeAfter Operate is a suite of operational tools that are built in order to help Merchants, Lenders, and Financial Partners operate all their ChargeAfter activities.
Operate for Merchants is the new innovative way for merchants to manage their operational data and activity including:
- Reports
- Charges
- Consumers
- Call Center
- Funding data
The system is designed and built to help merchants' operations and finance teams manage post-sale lender interactions and user activity, and to retrieve funding reports.
Navigation
The navigation panel on the left side of the screen enables you to view and manage your ChargeAfter account on the following tabs:
- Overview - Enables you to see a high-level report with different sales metrics.
In addition, this view includes a list of the ten recent consumers who applied and got prequalified/approved for financing amount. - Reports - Includes a full list of different business reports. These include KPIs and different analytics metrics for merchant activities in ChargeAfter.
- Charges - Enables you to see and manage orders that were processed through ChargeAfter, including sales information and post-sale actions.
- Consumers - Enables you to view a list of all of the consumers who interacted with the merchant through the ChargeAfter platform.
- Funding - Enables you to view a list of the aggregated funding data from all of the lenders in the waterfall.
- Call Center - Enables merchants to create application and checkout links that can easily be sent to consumer devices.
- Resolution Center - Enables merchants to manage dispute cases with different lenders.
- Users - Enables you to view and manage user access to Operate.
Updated 21 days ago
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