TLDR: After entering your transaction details, you must input all sources and amounts contributing to your purchase, ensuring they total the purchase price. You can review and edit sources or transaction details before submitting. Upon submission, confirm the accuracy of the information to proceed and return to your task list.
Your Sources
After adding your transaction details, you'll then be asked to enter the sources you are using. You'll be asked to enter the sources you are using and the amounts coming from each source.
You can read more here about the available sources and what is required for each one.
Please add all the sources that you are using as part of your purchase, even if they are not coming directly from you. These must add up to the total purchase price.
Once you have added a source, you'll see the outstanding balance update to reflect this. If you need to change or remove the savings, please select 'edit' next to it.
Confirming your Sources
After adding all of your sources, you have the option to review and edit any of these, and your transaction details. To make any changes, please click the option to 'edit' next to them.
Once you are happy the details are correct, please select to 'submit' at the bottom of the page. You'll then see a confirmation screen, and be asked to confirm the details you have provided are right.
When you are happy to continue, please press 'Confirm.' You'll then have the option to go back to your task list to complete any remaining tasks.