Enable Financing

Once you have created your financing plan library or activated Sunlight Financial, you are ready to enable financing in your reports.

You can either add financing plans to customer reports individually or save a layout that already has financing enabled.

Using Financing

Enable Financing in a Report

  1. Open any project, and open a report for editing.
  2. Click on Report Settings in the top right corner.
  3. Under the heading Financing Options, toggle on the Financing Enabled line.
  4. You will be prompted to select the financing option you want applied to your quote.
  5. A second option will appear that will allow you to Show Quote Total. Toggle this on if you want your customer to see the total price of their quote with and without financing.

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Plans are State/Province Specific

A financing option will only be available in a report if the state/province abbreviation in the customer's address is an exact match for the state listed in the financing provider.

For example:

The customer address says "Washington" but the financing provider is "WA" - no match will be found.

The customer address says "WA" and the financing provider is "WA" - a financing plan will be found.

The customer address days "VA" and the financing provider is "CO" - no match will be found.

The customer address days " CO" and the financing provider is "CO" - no match will be found. In this case, the additional space before the C is compromising the search.

The customer address days "co" and the financing provider is "CO" - no match will be found. In this case, the lower case co is compromising the search.

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Edit a Customer Address

To find out how to edit your customer's address in SumoQuote, watch our tutorial on Project Settings.

Enable Financing in a Layout

  1. Go to Configuration > Account Settings > Layouts > Reports
  2. Open the layout you wish to add financing to by clicking on the pencil icon beside the layout.
  3. Click on Layout Settings in the top right corner.
  4. Under the Financing Options heading, toggle on the Financing Enabled line.
  5. You will be prompted to select a provider from your dropdown menu, and then click Select.
  6. A second option will appear that will allow you to Show Quote Total. Toggle this on if you want your customer to see the total price of their quote with and without financing.
  7. Click on Save in the bottom left corner.
  8. Navigate to the Quote Details page. If you have multiple tabs, you can select different financing plans for each tab. Under Financing click on the dropdown menu to select a plan.
  9. Click on Publish in the grey bar at the top of your layout once you have the plans you want set.
  10. Every time this layout is used to create a report, financing will already be turned on.

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You will be prompted to select a new Financing Plan if the state/province of your new report doesn't match the financing option set in your layout.

When you create a report, if your customer address is "PA", but the financing plan you saved in your layout was for "WV", you will be prompted to select a financing plan for the proper state/province.

This will be applied to all tabs on your quote details page.

Change Financing Plan Providers

  1. From either a report or a layout, navigate to the Quote Details page.
  2. Under Financing, click the dropdown menu below Select a plan.
  3. Select a new plan for your state/province.
  4. You can do this for each separate tab on your quote details page so that each quote option has a different financing plan provider.

Disable Financing

  1. In a report, go to Report Settings and toggle the Financing Enabled line off.
  2. In a layout, go to Layout Settings and toggle the Financing Enabled line off.
    1. This will apply to all future reports that use this layout.