Finance companies or lenders can be entered into this module so that they will be available from all the other modules in Sales Manager. This module will also allow you to see which accounts were sold or financed through these lenders by selecting the company from the list then clicking on the Sales tab.

Step 1
Click the Open button on the Tool bar. The following window will appear:

Step 2
Select Finance Companies from the browse window and click Ok.

Step 3
The Finance Company Setup Module will be displayed as depicted below. To edit an existing insurance company select one from the list by clicking on one with your mouse.Click the DetailsTab.

Step 4
Edit the information in the text boxes as appropriate. Click Ok to save and exit.

Step 5
To create a new finance company click the New button on the bottom tool bar. Enter the appropriate information in the text boxes and when finished, click Ok to save and exit.

Example

123 example