Prestashop financing requests follow-up

How to follow your financing requests

1- For Customers from the store

When a customer will request for a financing option (3X payment, credit ...) the order will be automatically created with a status "Awaiting financing". The confirmation order page will display the latest status of their financing request.

At any moment, customers can follow their financing requests directly from the Prestashop store at the "account / order details and history" native Prestashop page.

Customers will also interact directly with the financing institution during their financing subscription and post-sales journeys. They will receive email and get access of the back-office of the financing institution. This is independent of the order management in the Prestashop website.

How customers can follow their financing requests

2-For Merchants from the back-office

Merchants can follow customers financing requests directly from the back-office at the "client order management" native Prestashop pages.

How merchants can follow customers financing requests

3- Financing request vs order management

When a financing request is "INITIALIZED" , then a new customer order is created in PRESTASHOP with a new status "Awaiting Financing".

Then the financing customer journey start and PRESTASHOP will collect status updates from financing institution automatically (See more details on financing requests statuses here E-financing solutions life cycle). Latest financing request status is displayed on order detail management (see new bloc "Financing subscriptions") in PRESTASHOP back-office.

Financing request statuses are collected at different times: after return of financing customer journeys, on periodic basis for asynchronous steps. Some mechanism for requesting statuses are in place (for more details see advanced configuration guide).

Mapping of financing requests and PRESTASHOP order statuses can be setup in the "scalexpert/admin" menu. So automatically, PRESTASHOP orders status will evolve accordingly.

mapping of financing and order statues

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