Payments & Financing
Payments & Financing
19 articles
ArcSite Financing
A comprehensive guide to getting setup, and offering financing to your customers.
Steps for Signing Up for Wisetack in ArcSiteFollow these short steps to begin offering your customers financing options on projects between $500 and $25,000.
How to Use Sunlight Financial with ArcSiteLearn how to connect Sunlight Financial to your ArcSite account, include financing options in your proposals, and how homeowners submit their loan application.
Benefits of offering customer financing56% of Americans couldn't cover a $1,000 emergency with just savings. Yet, the average yearly home emergency spending is $2,300.
How to send a financing application with ArcSite's ProposalsThis article will review how consumer financing appears in the typical estimate and proposal within the ArcSite app.
How to Prequalify your customer with WisetackLearn how much your customer has to spend, before you ever send out a proposal. Prequalifying provides a unique upselling opportunity.
Wisetack lending FAQThe following, are common questions when considering the lending process in ArcSite + Wisetack.
How will I know if my customer is approved for financing?Using Sunlight Financial or Wisetack, you'll always be in the know! This article explains the communication process between our lending partners, and you.
Wisetack Marketing ToolkitA toolkit designed to make it easier for you to educate your customers about Wisetack.
Wisetack Loan Payment CalculatorPlug in the total amount of the project, to see examples of payment options.
ArcSite Payments
Learn how to begin using ArcSite payments to process payments in the field and on the go
Signing Up for ArcSite PaymentsLearn how to complete the merchant application and begin taking payments directly within ArcSite.
Receiving Customer Payments (Video)This video shows how you'll receive customer payments using ArcSite, and how to collect digital signatures on proposals.
ArcSite Payment Fees/Processing TimesTake advantage of our incredibly low rates and save time with our quick processing times!
Document Requirements for PaymentsLearn about what documents you may need to provide during your merchant onboarding process.
Processing a RefundIf you need to return a payment to a customer, this process will show you how. Any processing fees will not be refunded to the payer or merchant.
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How do I update my Bank Account?If you need to change or update the bank where customer payments are deposited, follow the steps in this article.
What is a Merchant Category Code (MCC)?Learn which MCC type to use when completing your application. We've included the most commonly used MCC types for your industry.
Platform Fee / Automatically Charge the Credit Card Fee to my CustomerLearn how to setup and manage Platform Fee charges for Card payments. This feature lets you automatically roll the credit card fee onto the customer, eliminating CC fees entirely!
How to Apply a Paper Check to an ArcSite InvoiceProcess of recording manual payments including check, wire, cash, and other.
How to Edit Invoice Amounts on an ArcSite ProposalAdjust invoice amounts on an approved proposal before recording a payment.