Class Wallet Payment

1. Send the Quote with shipping, Taxes (If applicable) including the 2.5% processing fee.

2. Make sure to ask the customer to send you a screenshot of Class Wallet approval.

3. Once Approved by class wallet, Send a Notification email to CSM Lead including the template below: 

   • • Customer Name:

     • Email address:

     • Telephone number :

     • Billing Address:

     • Shipping Address :

     • Repeat or New Customer:

     • Tax Exemption: Yes or No

     • Shipping Method: UPS or Freight

     • Shipping Requirements: Liftgate, Inside Delivery and Palette Breakdown

     • Delivery Recipient Information : Name , Email and Phone number

     • Attach the quote from hubspot, tax exempt (If applicable) and the screenshot of class wallet Approval. 

4. CSM Lead will send the notification to Lou Vietri’s Team about the order so an order can be processed.

5. Once the order is  processed, Laura will send the Invoice and Packing Slip so that the customer can upload it to Classwallet. 

NOTE: 

It is very important that we inform the customer that the Invoice and Packing slip is uploaded to class wallet immediately so the products that were shipped are not recalled.  

Sample of Class Wallet Approval: