Finance requests overview

A finance request is created when a Customer chooses to pay for their purchase through a third-party finance provider. These requests are managed with the finance provider outside of the UPowr platform, but they're tracked on the platform so that:

• the Installation workflow is only started after financing is approved.
• if the finance request is denied, the Customer can pay via an alternative method before progressing to installation.

Finance requests can be:

• Automated, where UPowr receives an automated update on the status of the finance application via an integration with the financier.
• Manual, where UPowr does not integrate with the finance provider and the status of the finance request is manually updated in the app by an Operator.

You can view, track, approve, and reject finance requests to third-party financiers through the Finance requests app.