Introduction

CashFlow isn’t just for cash projects! CashFlow also allows you to collect deposits on loans and other payment options, including both integrated finance options and custom options. When you activate CashFlow, all relevant loans will be CashFlow-enabled by default.

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Financed Project Deposit Configuration

Navigate to the “Financed Project Deposits” page within CashFlow Configure to set up the deposit configuration.

Set up the title and description for the deposit. Please note that these will appear on customer invoices.

This configuration allows you to control multiple settings:

• Credit Card Surcharging: When toggled on, all credit card payments will pass on any eligible fees to the customer, within any local and card issuer limitations. 
• Accepted Payment Methods: By default, this financed deposit configuration has all Credit Cards (Standard, Premium, and International) and ACH selected. You can edit this list to add/remove ACH and debit card options.

This configuration does not include payment amount fields. This value will always be specified on the finance payment option or on the project level, and cannot be set here.

When CashFlow is enabled, any loan payment option card with an upfront payment will include a link for the customer to pay through CashFlow. You can change requirements for loan deposit payments on the loan payment options within “pricing & payments” in Control.

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Additional Resources:

• CashFlow Milestone Configuration