Payment Method: Financing – Classic
Show a financing breakdown on the offer (a yearly rate, down payment, and term) as display-only figures.
Classic financing lets you present a financed plan on the offer using display-only fields. You enter the figures you have agreed or expect, and a per-year breakdown appears on the offer PDF. The numbers show the customer the shape of a financed deal. When you want a financing partner to run the credit decision and collect the instalments, use a partner financing variant instead.
Before you start
- You have an offer with a planned variant.
- Classic financing is display-only. It puts a financing breakdown on the offer; it does not connect to a lender or move money.
- This is a residential flow.
Add a classic financing breakdown to a variant
- Open the offer and select the variant.
- Go to the Financing tab.
- Choose the classic financing fields rather than creating a partner financing variant.
- Enter the figures: the price per year, the down payment, the term in years, and the VAT per year.
The figures appear as a financing breakdown on the offer PDF, so the customer sees the yearly cost.
Note: Classic financing is for showing a plan. To have a financing partner approve and collect the instalments, set up a partner financing variant.
Things to know
- Display-only by design. The classic financing fields fill in the offer's financing breakdown. The customer sees the yearly figures on the offer PDF, and nothing further happens with them.
- Two detail levels. Classic financing offers a simpler and a more detailed form of the breakdown, depending on how much you want to show the customer.
- For partner-underwritten financing, switch flows. A partner financing variant runs the credit decision and handles collection. Classic financing shows the figures only.
Common questions
- Can I add detailed financing information to my offers? Yes. The classic financing fields let you show a yearly rate, down payment, term, and VAT on the offer. For a partner-underwritten plan, use a partner financing variant.
- How do I show financing in an offer for the customer? Add the classic financing breakdown on the Financing tab, or create a partner financing variant. Either way the financed figures appear on the offer the customer sees.
Related
- Payment method – Financing – Bees & Bears
- Payment method – Cash purchase
- Payment method – Leasing
Need help?
- Step-by-step questions about this flow contact your Reonic account manager.
- Feature requests send a note to your account manager.
- Bug reports include a screenshot and the URL where it happened in your support email.
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