The Financing page under the My Store tab houses information about your financing providers. These financing options automatically link to the Financing widget.
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Watch the educational webinar that covers the Financing Page interface here.
Integrated Providers
At the top of the Financing page is a list of financing partners many of our customers commonly work with. If you do not already have an account with them, click on the logo to learn more about each company and apply for financing offers with themsection that will display Sezzle and/or Affirm. This depends on if you have either active on your website, via Settings > E-Commerce Settings, with information entered for the provider.
If you do already have one or more financing partners, select them from the checkboxes below and select the “Save” button at the bottom of the page. Your financing option(s) should appear under the “Visible options” menu below. Select the name of each financing partner to edit the information associated with eachone as your Primary Option to show at checkout. Sezzle & Affirm both have approved information pages that can be viewed by selecting the View Page button.
Adding a New Financing
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Option
If you offer financing through a company that is not listed, use the “Add a New Provider” menu on the right-hand side to enter another financing option for your customers.
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Image: browse FileManager or upload a new photo that contains the logo of your financing partner
Company/Title: enter the name of the financing provider (i.e. Wells Fargo, Sezzle)
Description: provide a description of your financing option.Type: select the type of financing option from the list below
Online/Checkout: this gives your customers the ability to receive financing at checkout (i.
e. Sezzle).3rd Party Application: use this option for external financing options, such as through a bank or credit card
Custom Form: if you offer in-house financing, provide customers with a custom form
Link to application: if you offer 3rd party or in-house financing, enter the link to the application form here.
Credit Check: select the checkbox if the financing provider requires a credit check before assigning terms and rates.
Once you have filled out each section, click “Add Option” to add your new financing provider to your list of financing offers.
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Front End Page
The financing options you have added to the My Visible Providers section will automatically populate a page with the url /financing
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