Accounting Details - Financing Plans
In the finance section, you can add a variety of financing options that you would like to offer your customers.
Here are the things that will be covered below:
-Parts of the Finance section
-Single Editor
-Final steps
Financing section
- Detail - Clicking the blue paper will open a pop-up that will show the entire plan's details quickly.
- Label - is seen in the app in the finance options. (Having the length and APR are helpful.
- Months - The duration of the plan
- APR- the rate for the plan will be shown in this column
- Round to Payment factor - If this is on or not will be signaled with a yes or no
Action
Pencil - Edit the details of the financing option
Up and Down arrows - These will shift the order of these options
+ Add Finance Option - Clicking this will add a new line to create a new finance option. This will open the single editor window to customize what you want the optional parameters to be.
- Adding Financing Plans Button - Clicking this will create a new plan.
Single Editor in Financing
-When clicking the pencil near the plan that you want to want to modify will open the financing plans editor shown below:
- Title - The title of the plan shows in-app, ex. 12 Months 0% APR
- Months -Duration of the plan
- Min APR - APR parameters of the selected plan
- Max APR- APR parameters of the selected plan
- Add Image- This is the image typically of the logo of your Financing Plans
- Website URL- Link to financing web page
- Round to Payment Factor - Toggle on or off to apply this factor
- Deposit Required- Toggle this feature Off or On ( will show a box to enter percent off)
- Project Total Ranges- eligibility requirements for the project allowed to use plan
- Done - Once all changes are made click done to take you back to the account details page and save updates
Final Step
Any changes made would have to be saved by clicking on the save in the bottom right corner, and will require it to be published for these to be seen in the SolutionView app.