Customer financing with your agent

Record a job paid by a financing company.

What Doing Work provides

• invoices.markPaidOutside with method financing: records that the customer paid the invoice outside Doing Work, with the date and an optional note. Owner or office, or their agent.

What your agent does

When the financing company confirms it paid, marks the invoice paid with method financing and the date, and notes the lender or loan number.

Paste this into your agent

"My customer's invoice was paid by a financing company. Read https://doingwork.work/docs/agent-guides/financing/ first. Find the invoice, show it to me, and after I confirm, use invoices.markPaidOutside with method financing, the date paid and a note with the lender name."

Limits

• Doing Work doesn't offer customer financing or partner with a lender today. The shop sets that up with its own lender.
• Recording it closes the invoice. Only do it once the money has arrived.

More: Agent guides, Compare.