Why This Matters

Offering cash financing options through the right payment processor gives your customers more ways to pay. More payment options means fewer lost deals.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Once the Propelr integration is active, you can select it as a payment method for cash financing.

Step 2

Follow the steps below to do so.

Step 3

Step 1:Scroll down to the financing section of the proposal and select the“Cash” option.

Step 4

Step 2:Mark the“Is Propelr cash” checkbox immediately above the cash finance card.

Step 5

Step 3:Click“Finalize” to lock in the finance option.

Step 6

Step 4:The“Finalize” button will turn yellow and read“Unfinalize”.

Step 7

You can now proceed to contract singing and conversion to a project.

Step 8

Related ArticlesHow to Process Sunlight Financial Change OrdersHow to Process Concert Finance Change OrdersHow to Build a Generator ProposalHow to Create a Water Filter Job ProposalHow to Select Payabli as a Payment Method for Cash Financing.

Pro Tips

💡 Save time: Set up templates for your most common proposal types so you can reuse them.
📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.
🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-05-15 · Source: How To Select Propelr As A Payment Method For Cash Financing