Create Finance Form in Quoting Screen

In this guide, we will walk you through creating a finance form from the FlatRateNOW quoting screen

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To begin the process of requesting payment plans, you must first create a finance form from your quoting screen. 

1. Open the quotation
    
   1. Remembering that the loan amount is between $1,000 & $30,000
2. Select Finance
   
3. Select the repayment terms
   
4. Enter a deposit amount (If applicable)
   
5. Select Proceed
   
6. Choose the Job Category applicable to the work you are completing
   
7. Select Proceed to issue the Finance request to Brighte
    
   1. Select Save if you would like to keep this Finance form as a draft
      
8. Now you wait until you are informed of the App Id to be placed in the Finance Form.