Estimate Rocket now allows a financing option to be accepted as a form of payment on invoices. 

The former pay via credit card screen has been updated so the client has payment methods in addition to credit cards moving forward. 

Client Payment Via Financing

Currently Estimate Rocket uses Stripe and Affirm for project financing. The client will open the Payment form at the top left of the invoice.  In the payment form the client will select the Affirm option and fill in the typical information required for financing a purchase.

Select Affirm      Pay now to move into Affirm screens

After the Pay now button is activated the system will drop the user into the Affirm information gathering screens.

The initial financing screen will be to provide a cell phone number to get a verification code

Create your account    Provide First Name    Last Name    And an email address    Or login to existing account one is already in place    Continue

Continue account creation    Check your eligibility    Date of Birth    Last 4 digits of SSN    Create account

Amount Requested at upper right    Select a payment plan based on amount and term desired    Choose this plan

AutoPay (optional)    Add bank account or debit card    Full Name    Routing Number    Account Number    Agree to terms    Confirm

Once the AutoPay is confirmed the client will fall back into the Estimate Rocket customer portal and receive a banner across the top of the customer portal with the name of the invoice and the amount paid. 

Video Showing a Full Example of the new client payment via Affirm Financing option

Other Support Articles

Setting Up Payment Processing

Client Payment Methods Overview

Client Payment via Credit Card

Client Payment via ACH Bank Transfer

Client Payment via Financing