Follows these steps to setup a new Self-Finance Company
- Go To Accounts
- Click + New Account
- Fill in the necessary fields. We recommend the following;
- Name
- Address
- City
- Zip
- State
- Select a Type from the drop down > Select Finance Company
Confirm Status shows Active
Click on the Save icon
** These steps are only applicable for setting up a Self-Finance Company or a Finance Company that does not need to be remitted outside of Inline CRM. If you are wanting to add a new Finance Company that needs to remit to an external company (I.E. Paylink, Walco, Mepco, Sparta, etc.) please contact Inline Support team.
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