Financing Options
Configure customer financing options for projects.
Overview
Financing Options allow you to define payment plans and financing terms that can be offered to customers. These options can be presented during the sales process and included in contracts.
Accessing This Setting
- Go to Settings > My Company > Financing Options
Configuration Options
Creating Financing Options
- Option Name - Name of the financing plan
- Description - Details about the financing terms
- Terms - Payment schedule and duration
- Interest Rate - If applicable
- Provider - Third-party financing company (if used)
- Active Status - Enable or disable options
Common Financing Options
- Cash/Check Payment
- Credit Card
- Same-as-Cash Financing
- Traditional Financing
- Payment Plans
Using Financing Options
Financing options are used when:
- Creating estimates and proposals
- Generating contracts
- Processing payments