This is the page that will allow you to send an email invite to your client to fill out your PF webpage/form.  If you have credits available to you, you can also apply the credit so that a charge card is not required to order.

 

Consumer Information:  This is the consumer’s information that you are inviting to fill out your PF webpage. 

 

Apply credits: By using the check and approving –this allows the consumer to order their PF report at no cost.  The credit card requirement is removed and your company will be charged for this report order.

 

Preview: Allows you to view and edit the email prior to sending a template has been defaulted for you - please be aware that over editing this email may cause the Link button to malfunction, please edit text only if possible.

 

 

Pending Invitations: shows all Invites that have been previously sent by you to your clients that have not yet filled out the PF webpage.  Includes contact name and email address used, date it was originally sent and if a credit was included in the invite.

Resend: Allows you to resend the email to the consumer without having to duplicate data input.