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Consumer Lending - How to hide from commercial customers

How to only display lending as an option for non-commercial customers.

Ian H avatar
Written by Ian H
Updated this week

How to Only Show Lending Options to Non-Commercial Customers

If you'd like to have lending options presented for non-commercial customers only:

  • Navigate to the Customer Profile for a commercial customer.

  • Click on the pencil icon in the Contact info section to edit their information.

  • In the Edit contact info window, click the radio button next to Business.

  • Click Update in the bottom right corner to save the changes.

  • All future invoices sent to that customer will not have lending options presented.


Important Reminders

  • Jobs/Estimates must be within the $500-$25,000 range

  • You must first sign up for Wisetack and be approved before you will be able to offer financing to your customers.

  • When your customer fills out the application, it is only a soft pull. There is no impact on their credit score for simply filling out the application.



📚 Help Articles: For more information, check out our Wisetack article collection in the HCP Help Center.


Need help or have questions?

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