Settings: Financing Setup

Table of Contents

• Overview
• Instructions
• Fields
  • General Fields
  • Financing Plans

Overview

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When using FieldEdge Payments and GreenSky integration, you have the option of turning on and offering financing plans to your customers. Use the below fields to configure your Financing Setup.

Instruction

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1. First, in the top right of FieldEdge, click Settings and then in the Company section choose Financing Setup.

2. Next, turn on Financing by click Yes.

3. Now, click on an existing Financing Plan to edit it, or choose Add Plan to create a new Financing Plan.

4. When you have finished editing your Financing Setup, click Save to update FieldEdge with your changes.

Fields

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General Fields

• Do You Provide Financing Plans to your Customers?
  Use this section to turn on financing by click Yes. If you wish to discontinue financing as an option, click No.

• Add Plan
  Click this button to begin entering the GreenSky provided financing plan information.

Note: You might be eligible for multiple Financing Plans. These plans and associated rates will be provided to you by GreenSky.

• Cancel
  Click this button if you would like to go to the previous screen without recording any of the changes you may have made on this screen.

• Save
  Click this button to update FieldEdge with the changes you may have made on this screen.

Financing Plans

This section will list your current Financing Plans. Click on a plan to edit the information or deactivate the associated Financing Plan.

• Active
  Displays if this Financing Plan is active. If unchecked, the Financing Plan is considered inactive and will no longer show as a financing option.

• Plan
  Lists the Plan number that is associated with this Financing Plan.

• Plan Description
  Displays the Plan Description for the associated Financing Plan. For example, this Description might say "6 Months no interest if paid in full."

• Interest Rate
  Displays the GreenSky provided Interest Rate for the associated plan.

• Pymnt. Factor
  Displays the GreenSky provided Payment Factor percentage for the associated plan.

• #Pymnts.
  Displays the GreenSky total amount of payments for the associated plan and rates.

• Merchant Fee
  Displays the GreenSky Merchant Fee percentage that is associated with this plan.

• Payment Type
  Lists the Payment Type that will appear on work orders when the associated Financing Plan is used as payment.