Web Dashboard: 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.

 

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.

 

2.  Click on See Your Options

 

3. Enter your cell phone number.

 

4. Enter the code that's been sent to you in the field.

 

5.  Enter your info, include the amount you want to finance.

 

6. Enter your address.

 

7.  Select the financing option you want.

 

8:  Payments are automatically deducted from your bank account.  Link your bank account.

 

9:  Follow the instructions to link your bank.

 

9:  Review & accept the terms.

 

10:  Choose whether the job is completed, or whether it will be completed later.

 

11:  If you are confirming later, enter the date the project is expected to be completed.

 

12:  Reminder has been set!

 

13:  The invoice shows that the loan is in progress.  The funds must be released by the customer within 6 weeks.