Opting Out of End Client Financing Offers

We understand that offering financing offers for clients isn't for everyone. If you wish to opt out of end client financing offers, please click here. This will remove you from all offers through our partners BestEgg and Kabbage.

In your app Settings, you can also choose to toggle On or Off the option for your end-clients to see financing options available to them. 

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iOS and Android

  1. Open the ☰ side navigation menu 
  2. Go to Settings 
  3. Go to Client Financing Options
  4. Toggle On or Off the option to offer your end clients loans when you send them estimates 

Web

  1. Open the ☰ side navigation menu 
  2. Go to Settings 
  3. Go to Client Financing Options
  4. Toggle On or Off the option to offer your end clients loans when you send them estimates 


Disabling this option will prevent your end clients from seeing financing offers to pay off your document from our partners Best Egg and Kabbage. 

Please Note: Once you've opted-out of financing offers from within the app, don't worry if you're continuing to see the opt-out option! You're all set. 

 

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