How to Split Down Payments

1. In the quote screen enter the Total Down the customer is willing to make 

2. Click the drop-down and choose payment method 

1.   

2.  a. Paper Check 

i. Allows user to enter paper check payment source

b. Waived Down Payment 

i. Allows user to waive the down payment 

c. Transfer Funds 

i. Allows user to transfer funds  

d. Add/ Edit Payment Method 

i. Allows user to add Method Source

1. Visa 

2. Master Card

3. Discover

4. American Express

5. ACH Checking

6. ACH Savings 

3. When one of the 4 available Credit card method source has been selected

a. Verify the CC # is correct, the system already counts the characters and limits to 16

b. Verify the Expiration Date and Year

c. Verify the Address is correct

i. If incorrect, you can click the Address drop down > Click Manage Addresses > Add Address > Save Disk > Click back to Payment Method

d. Click the green + to Add Second Payment Method

i. Choosing ACH Checking or Saving

1. Verify the Transit #

2. Verify the Account #

3. The Bank should auto populate correctly if the Transit # is correct

4. Click the Save Disk

4. Adjust the Amount Box to the desired first transaction amount, this is the box just below the Total Down.  

5. Click the Date Box > Then the Save Disk

6. Enter the CSV Code (Inline does not keep this information stored)