Issuance Wizard — Per-Order Customization

Two scenarios shown below: Invoice issuance (payment + bank picker) and Sale Agreement issuance (signature + stamp + notes). These are the modals that would appear when admin clicks "Send to buyer" before the PDF is generated.

Pick which fields should be in scope. You can choose multiple. Mockups below show what each field looks like in practice — the real implementation matches your selections.

Scenario A · Invoice issuance modal

Send Auction Invoice — Order #NU5S7W2I

×
[FIELD 1] Payment Method
● Coinbase Commerce — Pay with Crypto Default from order ▾
[FIELD 1] Bank Account (only if bank transfer)
— Disabled because Coinbase is selected —
Sale Date
May 12, 2026 (auto)
[FIELD 4] Payment Notes
Loaded from Invoice.paymentNotesHtml — editable here
Reference invoice number INV-2026-5S7W2I on all transfers. Wire details available on request.
[FIELD 4] General Notes (perks box)
Loaded from Invoice.generalNotesHtml — editable here
6-Month / 10,000-Mile Limited Powertrain Warranty · 14-Day Return Policy · Free Delivery within 1,000 miles · Title Documents within 30 days of payment clearance

Scenario B · Vehicle Sale Agreement issuance modal

Send Vehicle Sale Agreement — Order #NU5S7W2I

×
[FIELD 2] Signer Signature
Eleanor W.CEO
M. ReyesCompliance
J. ParkLegal
+Upload new
[FIELD 3] Company Stamp
REPOMARKET
OFFICIAL
SEAL
Official Seal
APPROVED
2026
Approved
PAID
IN FULL
Paid Stamp
+Upload new
[FIELD 4] Contract General Notes
Loaded from Order.contractGeneralNotesHtml — editable here
Vehicle sold AS-IS via commercially-reasonable disposition under UCC § 9-610. Buyer acknowledges they have inspected the vehicle. All warranty and return terms detailed below.

Which fields should the wizard include?

Check all that apply. You'll see your selections reflected in the implementation.

1

Payment method + bank account (Invoice only)

Pre-fills from order.paymentMethodType + order.bankAccountId. Admin can switch to any active method/bank at issue time without modifying the order. Only affects the rendered Invoice PDF.

2

Signer signature image (Contract only)

Pre-fills from CompanyProfile.signatureUrl. Admin picks from a library of preset signatures. Selected image lands in the contract's signature box.

3

Company stamp image (Contract only)

Pre-fills from CompanyProfile.stampUrl. Admin picks from preset stamps. Lands in the stamp slot on the contract.

4

Notes — payment notes / general notes / contract notes

Free-text override boxes for the "Additional Notes" sections. Default loads from Invoice.paymentNotesHtml / generalNotesHtml / Order.contractGeneralNotesHtml. Editable per issuance.