Financing, payments, stage invoices and job files
Financeit, deposit rules, payments received, invoices and door spec files.
Step by step
How is the customer paying?
In Step 1 pick how the customer pays the deposit and the balance. Choose Financing (Financeit) if they finance.
Financeit Program
Then pick the Financeit Program. The exact program name prints on the contract; the partner cost is internal and never shown to the customer.
Financing draws
The deposit is the first draw, at most 25% of the project total. The balance is the second draw.
When payments start
The no-payment, no-interest period starts after the purchase period closes (after installation), not on sale day.
Financing and your commission
The financing fee is non-commissionable: it comes off the commission base, and your commission % is paid on that reduced base. If the deposit and balance are both financed, the fee is on the full contract total; if only the balance is financed, the fee is on the balance only.
Payments received
The Payments received box lists each payment with Paid to date and Balance due. It only works on a saved quote.
Stage invoices (MNBC)
On MNBC jobs a Stage invoices (MNBC) box appears. The office normally issues these — ask before you issue one.
Job files
Supplier door spec PDFs are uploaded under Door specifications (PDF). PDF files only.