How Your Customers Can Apply for Financing If you have been accepted to offer financing to your customers, this article shows how your customer can apply for financing. STEP 1: When you are accepted to offer financing, the form automatically appears on your invoices. Have your customer click on the "Pay as low as ..." option. STEP 2: Click on See Your Options STEP 3: Enter your cell phone number. STEP 4: Enter the code that's been sent to you in the field. STEP 5: Enter your info, include the amount you want to finance. STEP 6: Enter your address. STEP 7: Select the financing option you want. STEP 8: Payments are automatically deducted from your bank account. Link your bank account. STEP 9: Follow the instructions to link your bank. STEP 9: Review & accept the terms. STEP 10: Choose whether the job is completed, or whether it will be completed later. STEP 11: If you are confirming later, enter the date the project is expected to be completed. STEP 12: Reminder has been set! STEP 13: The invoice shows that the loan is in progress. The funds must be released by the customer within 6 weeks. Have more questions? Submit a request 0 Comments Please sign in to leave a comment.