In situations where there is a Third Party Leasing Company and the customer will be paying off the Lease directly, you will need to use the Payoff Type of "Stream-of-Payment."
First, head to the Lease Payoff tab and click "Add Lease Payoff"
From the Lease Payoff options, complete the following fields according to this example, only using information relevant to the Lease Payoff you are entering. Then click "Save."
Finally, upload the customer rebate letter and W-9 Form to the "Customer Invoice" field shown below:
Once all of these steps have been completed, your Lease Payoff item should show with no red status indicators such as the example below:
