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Invite a customer to finance their project

Customers can easily start the financing process if you send them a unique URL or invite them from the CRM system.

Written by Jana
Updated over a year ago

  1. Log into your Account

  2. From the menu, choose Projects

  3. Locate and open the Project for the customer who will want to finance

  4. Locate the Financing Tool Kit section on the right-hand side

  5. If you have not yet invited the customer to finance this project, click the yellow Send Invite Button

  6. A pop-up will appear, toggle ON the options of how you want the customer to receive the invite

  7. Click the Send Financing Invitation button

  8. The customer will receive either an email/text to start the process

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