Once the Propelr integration is active, you can select it as a payment method for cash financing. Follow the steps below to do so.
Step 1: Scroll down to the financing section of the proposal and select the “Cash” option.
Step 2: Mark the “Is Propelr cash” checkbox immediately above the cash finance card.
Step 3: Click “Finalize” to lock in the finance option.
Step 4: The “Finalize” button will turn yellow and read “Unfinalize”. You can now proceed to contract singing and conversion to a project.
