What should be included on the income and expenditure?
The customer needs to be honest about their income and expenditure, it is in your and their best interest. To read more on affordability take a look at our blog which explains the importance of affordability . As well as being honest, there...
How do I submit supporting documents?
Depending on the type of agreement you have with PayItMonthly, you may be required to submit some supporting documents for each customer. This is so that we have the documents on file and therefore do not need to keep coming to you to supply them...
Creating a Remote Agreement
If you are setting up an agreement for a customer who is not present, you need to select the option to create a remote agreement. This agreement will be send to the customer once you fill in all requested information. This will bring you to a...
Creating an Agreement
To create a customer and an agreement select New Agreement in the top left. You can then choose whether to create an On-site finance agreement if you are with the customer or a Remote Finance agreement if you are not with the customer. The first...