To begin, you will need to have a deal in progress. Then follow these steps:
Stack the deal as normal until you reach the Payments/Financials screen.
On the Payments/Financials screen, select how the balance is being paid.
Choose Finance as the payment method.
Complete the required finance details, including:
Finance provider
Term
Type
Once all information is entered, you can either:
Click Approve if the deal is ready, or
Click Save and Continue to proceed without approving yet.
After saving, the system will generate an invoice in the Document Pack labelled Invoice to Finance Company – Deliver to Customer.
Finance Commission & Banked Status — Quick Guide
1. Open the Finance Section
Click your username (top-right corner).
Select Finance from the navigation menu.
2. View Your Deals
The Finance screen shows a list of deals and their current statuses.
Use the Commission column to manage or review commission details.
3. Update a Deal’s Status
Locate the deal you want to update (e.g., status = Un-signed).
Click the Status field and select the new status (e.g., Banked, Paid Out, Signed).
Click the Save icon to apply your changes.
4. Navigate by Status Folder
After saving, the deal moves into the folder corresponding to its new status.
Use the status dropdown at the top of the screen to filter and view deals by status (e.g., Un-signed → Banked → Paid Out).
Full guide on Finance Commission and Banked Status:
https://help.dealerkit.co.uk/en/articles/12043105-finance-commission-and-banked-status