Follow the steps below to create a new Finance Program (Internal Only):
Inline CRM > Setup > Finance > Programs > Click + Add New Finance Program
- Select the desired Finance Company from the drop down
- Enter a Program Name
- Check the Active Box if you will be using this program
- Do NOT check box for Auto Schedule Payments
- Enter Min Term, Max Term and Default Term
- Leave APR field blank
- Click Save Details
** These steps are only applicable for setting up a Finance Program for 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 Program for a 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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