Financing Payment
Within the Payment window, there will now be an option to mark the payment as Financing. Under the External tab at the top, you will see Financing as an available button for selection. Choosing that option for Financing will allow for you to enter the Loan number and any notes of the financed amount.
You will still have the same options to mark only a partial payment or the full payment amount as available financing. The financing payment information will present within the Transaction Details section of the invoice.
Payment Management
The Payments report found under your Accounting section has now been updated as well to allow for and present External-Financing as a Payment Method and will display the Loan Number entered as well as the Processor that you selected from the dropdown while taking the payment.
Please see our article of Financing Setup to get started offering financing through Service Finance in your Sera account!