How to integrate and use Wisetack with Zuper?

With Zuper consumer financing powered by Wisetack, your customers can finance their jobs when you send estimates and invoices.

Customers can now get financing from Wisetack to pay for field services. With the Wisetack – Zuper Integration, businesses can offer Wisetack financing to their customers for high quotes. When customers choose Wisetack Financing, the business gets paid from Wisetack, while the customer can pay the invoice amount to Wisetack in installments.

The financing option helps businesses offer their customers finance, as set by Wisetack.

Six Phases:

1. Merchant Onboarding.

2. Settings - Configuration

3. Pre-Qualification Check.

4. Applying for a Finance and Payment Release.

5. Finance Cancellation Scenario. 

6. Accessing Finance History

1. Merchant Onboarding

 

To onboard new merchants for consumer financing via Wisetack, kindly contact our Support Team at support@zuper.co.     

Once submitted, the information provided takes up to 5 business days to review.

Once approved, you can click here to learn more.

2. Settings – Configuration (Web App)

The configurations are the pre-defined settings that enable the admin to modify the essential details. 

1. Select the “Settings” icon from the left panel and choose the “Organization Settings” section. 

2. Under the “Configurations,” select the “Quotation and Invoice Settings.”

3. . Enable the “Financing” module by setting the following details:

a. Enable Financing – Select this as Yes to enable consumer financing.

b. Payment Mode Facilitating the Payment (Mandatory) – Choose the payment mode as “Wisetack.”

c. Amount Range to facilitate financing option (in USD) (Mandatory) – Wisetack sets the default range.

3. Pre-Qualification Check (Web App & Mobile App)

The eligibility check is a significant part of the Pre-Qualification phase. Using the maximum qualifying criteria Wisetack sets, the business and customer can learn about the eligible amount.

 The pre-qualification occurs in the Quotes module. The business and customers can choose another payment mode based on the qualifying amount.

 1. Select the “Quotations” module from the left panel and choose the “+ New Quote” option.     Fill in the necessary “Customer & Job Details,” “Billing Contact,” and “Billing Address” information.

 Enter the necessary “Parts and Services.”

Note: Based on the final amount, the finance section specifying the approximate finance details, tenure, and interest will be visible to the customer at the bottom of the screen. 

Web App:

Quote view on the Mobile App. 

Select the "Quotes" module from the top-left hamburger icon.   Next, select the "+ “ icon from the bottom-right corner to create a new Quote.

 Fill in the necessary “Customer & Job Details,” “Billing Contact,” and “Billing Address” information, followed by the Line items.

Note: The finance section specifying the approximate finance details, tenure, and interest will be visible to the customer at the bottom of the screen.

4. . Save the draft version of the quote by selecting the “Save” option on the pop-up window.

Select the “Send Pre-Qualification” link to the customer to check their eligibility amount. Alternatively, the customer can fill out the application form directly on the form during the field service. 

Web App:

Mobile App:

6. Fill in the “Mobile Number” and “Purpose (Mandatory Field)” and click the “Send Prequalification Link” button.

Web App:

Mobile App:

 Fill in the “Mobile Number” and “Purpose (Mandatory Field)” and click the “Send Pre-qualification” button.

7. The “Pre-qualification” can be sent as a link while sending a quote. Mark a check on the “check box,” which will add the “Pre-qualification” link to the email. Now, choose the “Send” button.

8. In the bottom right section of the screen, the financing status will display the qualified amount, expired date, requested by, and external link. Under the “More” dropdown, select the “Mark as Accepted” to accept the quote.

9. Select the required line items and choose the “Mark as Accepted” button on the pop-up window.

10. A pop-up window will prompt you to collect the deposit amount for the quotation. Select “Yes” to confirm.

11. Fill in the necessary deposit collection information on the pop-up window and select the “Collect Deposit” button. Under the “More” dropdown, select the “Convert to Invoice” option. Select the “Convert” button on the pop-up for a quote to get converted as an invoice.

 Following the above steps, businesses and customers can learn the eligible amount and the maximum qualifying criteria Wisetack sets. 

4. Applying for a Finance and Payment Release (Web App & Mobile App)

The pre-qualification link is optional. The business can directly create an invoice, and customers can opt-in for finance if needed.

 After following the steps above to convert the quote to an invoice, you can verify the details using the following steps.

Note: The finance section, which specifies the approximate details of the finance, tenure, and interest, will be visible to the customer at the bottom of the screen. 

1. Verify the pre-filled “Customer & Job Details,” “Billing Contact,” and “Billing Address” information as the invoice is converted from the quotation.

2. Verify the necessary “Item Details.” The final amount will be displayed and saved as a draft in the invoice.

Web App:

Mobile App:

 Verify “Customer & Job Details,” “Billing Contact,” and “Billing Address” information, followed by the Line items.

Note: The finance section, which specifies the approximate details of the financing, tenure, and interest, will be visible to the customer at the bottom of the screen. 

3. Save the draft version of the invoice by selecting the “Save as Draft” option on the pop-up window.

4. The invoice creation is done successfully.

5. The saved invoice draft has been sent to the customer, and the status has been updated successfully.

Next, you can view the “Financing Options Available” section. First, select the “Send Financing Application” button on the Web App.

Web App:

Mobile App:

Select the “Share with Customer” button or use the “Fill Now” option on the Mobile App.

 

6. Enter the Mandatory fields – USD Amount and Purpose. Next, fill in the optional fields: Completion Date, Mobile Number, First Name, Last Name, and the email.

 

Web App:

 

Mobile App:

Enter the mandatory fields, such as USD Amount and Purpose. Next, fill in the optional fields: Completion Date, Mobile Number, First Name, Last Name, and the email.

7. Customers can review and accept Wisetack's terms. After the customer agrees with the terms, the status will be updated as “Terms Accepted.”

The Financing section in the middle of the screen shows the Financing  Application status. 

Once the job is complete and the customer approves the job completion, Wisetack will release the finance amount to the business.

 The status in our Zuper App will change to “Amount Settled.”

 The details will be sent to the customer’s registered email and SMS, indicating that Wisetack has settled the finance.

5. Financing Cancellation Scenario

 An initiated finance can be canceled during one of the following scenarios.

 1. Edit Invoice: (Mandatory)

Financing will be canceled if the due amount is less than the requested finance amount or if the customer is changed.

This is a Mandatory scenario.

 2. Invoice Detail (Cancellation)

The finance will be canceled if the invoice is canceled from the invoice detail page.

 3. Archived Invoices (Back-office cancellation message will be displayed)

Only the Manager can cancel the finance if the invoice is archived from the mobile apps.

 4. Mark as paid

(Invoice Detail | Back-office cancellation Message will be displayed).

If the amount due is equal to the requested finance amount, the Manager or the back office can only cancel the finance.

 5. Collect Payment (Stripe) Invoice Detail |

Back-office cancellation Message will be displayed)

In the case of stripe payments, if the amount due is equal to the requested finance amount, the Manager or the back office can only cancel the finance.

 6. Delete Invoice (Only Manager App or Back office)

The Manager will cancel the finance.

With this significant Zuper-Wisetack integration, the customers now do not need to worry about the amount, and based on the customer's eligibility, the amount of finance applied will be approved. 

 

6. Accessing Finance History

All Finance history can be viewed on a single page:

Accounting -->Financing.

Financing has two primary tabs: 

1. Pre-qualifications: All customer finance pre-qualification histories can be tracked under this tab.

2. Finance Applications: The customer's finance application history can be tracked under this tab.

Note: You can view each line item using the Action a View icon   and filter the required details using the filter icon 

Following the above phases will help you understand the Zuper-Wisetack organization. Wisetack powers Zuper’s consumer financing, and your customers can finance their jobs when you send estimates and invoices.

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