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.