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 on the blue 'Update' button 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 Center Articles:
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in the HCP Help Center.