Financing on Quotes/Invoices
When a Quote is being constructed within Sera, as an Admin Portal user, you will have the option to include financing options with that quote.
If the box is selected, you will see any applicable financing offers presented at the bottom of the quote screen. If you need to unselect the box, edit the quote and the box will appear at the bottom of the page.
The downloaded copy of the quote will contain a snippet of the offered monthly payment that is available.
As a technician, when a quote is being built they will see the financing options presented if the department is selected in the Financing setup. The financing offers will present similarly to the technicians as to the Admin Portal users.
When proposing the quotes to the customer via the tech app, the technician will now see an Apply Now button within the financing section of the quote. Selecting Apply Now will open the Service Finance app on the technician's ipad, which will allow them to proceed with an application for the customer through the standard application process.
For more information about accepting Financing as a payment source, see our article on Accepting Finance Payments.
Please see our article of Financing Setup to get started offering financing through Service Finance in your Sera account!