I spoke with three QBO reps today over several hours working on this. None of them knew any of this! I knew more about it than all three. Two of them asked me if I was receiving payments from clients and to share "my goal." The last rep used a test account and got the same results that I was seeing.
Understand QuickBooks Online customer financing options.
The instructional article at the link above says nothing about the link under the customer financing setting in Account and Settings. The link text doesn't indicate that it's part of the workflow at all. It says "learn how companies grow with customer financing" in small font type. How is that considered functional step in a workflow?
Have you read through the article?
I tried inserting a photo here, but the upload window stalled on a 180KB PNG. I was able to attach the screenshot to this reply, however.
The article states:
"When customer financing options are enabled for your company, when you send an estimate of more than $2,000 your customer will see a financing option powered by Intuit Credit Karma. See below for the customer experience."
Again, nothing about following a link that states: "Learn how companies grow with customer financing" within Account and Settings.
This workflow seems oddly half-baked and suspect.
I have to send my customer an estimate. The estimate shows that it's eligible for financing at the slider (with the "manage" window open). The customer sees nothing on that emailed estimate, but I input the customer's email into a splash screen to send an offer for financing? Is that linked to the estimate in some way? Is this the workflow for every instance of customer financing? It's horrible if it is.
The UX is completely dark after entering the customer's email in the share offers box. As business owner, I have to know what I am sending to my customers. I need to follow the path and see what they will see.
Have y'all seen how this is done on modern ecomm sites. There are too many examples to count at this point, but each have a very easy setup process and the financing link is on the payment page.
