When taking a down payment in the quote screen, perform the following steps to take the down payment.
1. In the quote screen enter the Total Down the customer is willing to make
2. Click the drop-down and choose payment method
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
* Visa
* Master Card
* Discover
* American Express
* ACH Checking
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 > Click
icon > Click back to Payment Method
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