If you'd like to only have lending options presented for selective customers:
An example that we often hear is "I don't want to have lending visible for GC's that I'm sending estimates to"
To only show lending to non-commercial customers:
1. Click into the customer record
2. Mark that customer as a 'Business' and not a 'Homeowner'
3. Update that customer's info, and all future invoices will not have lending presented to that customer as an option
Important reminders:
Jobs/Estimates must be within $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 to their credit score for simply filling out the application.
This article is part of a collection on Wisetack