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. When you want a financing partner to run the credit decision and collect the instalments, create a partner financing variant instead, for example with Bees & Bears.
Before you start
- You have an offer with a planned variant.
- 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. Choose the simpler or the more detailed form of the breakdown, depending on how much you want to show the customer.
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