Reonic

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

  1. Open the offer and select the variant.
  2. Go to the Financing tab.
  3. Choose the classic financing fields rather than creating a partner financing variant.
  4. 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.
  • 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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