NetLoan - Enable Financing Option Feature

Overview

NetLoan provides automation that helps Lenders finances goods directly from a Sales Order. NetLoan allows users to set up financing options that represent various financing terms available to customers who meet the acossiated requirements. Loan records can automatically be created following the selected terms that then pay off the financed portion of the Sales Order Invoice. 

This article shows how to enable this feature in NetLoan.

Navigation

• Navigate to the NetLoan System Setup page. NetLoan > NetLoan Setup > System Setup
  
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• Make sure you are viewing the "System Features" tab.
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Step-By-Step Instructions

• Check the "Financing Option" checkbox to enable the use of financing options in NetLoan and allow for creation of loan records directly form Sales Orders.
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• Save youre changes by clicking the "Save" button.
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