Introduction to Operate

ChargeAfter Operate is a suite of operational tools built to help Merchants, Lenders, and Financial Partners operate all of their ChargeAfter activities.

Operate for Merchants is the innovative way for merchants to manage their operational data and activity including:

• Reports
• Charges
• Funding
• Call Center
• Resolution Center

Modules

The navigation pane on the left enables you to view and manage your ChargeAfter account in the following modules:

• Overview Dashboard: A high-level report with different sales metrics. This module also includes a list of the ten most recent consumers who applied and were prequalified/approved for financing.
• Reports: View detailed business reports. These include KPIs and different analysis metrics for merchant activities in ChargeAfter.
• Charges: View and manage orders that were processed through ChargeAfter, including sales information and post-sale actions.
• Consumers: A list of all of the consumers who interacted with the merchant through the ChargeAfter platform.
• Funding: 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: View and manage user access to Operate.