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Video: Set up and use Finance Plans

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Set up a finance plan

  1. From the admin menu, click manage suppliers.

  2. If the finance company is not yet listed as a supplier, click add supplier

  3. Enter the finance company’s Name and set Company Type to Finance Provider.

  4. In the Admin menu, click Manage Finance Plans, then click Add Item.

  5. Enter the appropriate values for each plan type. (Note: monthly fees need to be converted to annual amount and then entered as annual fees)

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