Your customer receives the funds and pays you the same way they would if they had cash.
💡 To learn more about $0 Dealer Fee Financing, Go Here
1. Click on a proposal
2. View "Settings" and ensure the Financing toggle is "ON"
If you do not see this option, visit Company Settings - Payments to turn it on Globally for your account first
3. View Financing Options
When you view the proposal you will now see the financing widget below the Deposit Required amount. The "payment" amount is calculated in real time depending on how much the proposal total is.
4. See Options
If you are presenting the proposal, your your customer is viewing the proposal, they will click the "Get Started" option to begin the application process
5. Begin application
They will be taken to the Acorn landing page to begin the pre-approval process
6. Click on Check Offers
7. Continue through flow
8. Continue through flow
9. Continue through flow
10. Continue through flow
11. Continue through flow
12. At any point in time the customer can return back to the proposal by scrolling down and clicking the link that has your company name
If the customer gets approved, they will receive the funds via direct deposit in a few days. They will use the funds to pay you the same way they would if they had cash. There is no cost to you as the contractor to offer financing.
13. To move the deal forward, click "Approve & Pay Deposit"
14. Have your customer sign and approve the proposal
15. Have your customer click "Pay With Financing"
This will work the same way it does when "Pay with Check" is selected, an invoice will be created with a deposit amount due (if applicable)
