Step 1: Add Invoices
Add equipment invoices to QuickFi by tapping the New Invoice button at the bottom of your QuickFi screen. Choose to scan a paper invoice or upload a file from a cloud or local folder.
After adding invoices, you'll see QuickFi technology begin to process the file(s). After processing, tap the orange Tap to Verify button on each invoice. Confirm that the Vendor Name and Invoice Total are correct, or edit the fields. Tap the Confirm button when finished.
After all invoices are verified, tap the Continue button in the top right corner of the Invoices screen. If you have access to more than one credit line, confirm that the correct line is chosen from the dropdown.
Tap the invoices to be added to this transaction.
Tap Continue when finished.
Step 2: Choose Finance Details
On the Finance Details screen, begin by choosing the structure for this transaction (Loan or FMV Lease).
Choose your repayment term.
If applicable, select a down payment percentage or enter a custom dollar amount. Click Continue when finished.
Choose your Insurance Requirement:
Enroll: Elect to enroll under QuickFi's Equipment Protection Program. Enrollment satisfies your lease/loan agreement's insurance requirements.
Provide: Enter your commercial insurance details for your General Liability and Property insurance policies.
Click here for more information regarding insurance requirements.
Have you received the equipment listed on your uploaded invoices? Select Yes or Not Yet. Note: If you select Not Yet, you will still be able to sign this transaction contract. After you receive your equipment, please log back into the QuickFi app to confirm your equipment has been accepted.
Specify whether or not you qualify for tax exemption. If you select Yes, you will be required to provide proof of exemption by sending QuickFi your tax exemption certificate.
Choose a billing preference. If you do not have any billing preferences, create a new one by tapping Add New Billing Preference.
Tap Continue when finished.
Step 3: Sign the Contract
See your contract number on the initial review screen. Tap Continue to proceed.
Review the Transaction Summary on the first page of the contract. If the information looks correct, tap the Start button in the upper right corner of your screen.
Tap the yellow Sign button. You may be prompted to confirm your electronic signature.
Tap Finish. Congratulations! You are all done. You can view this transaction's details in the Reporting section of QuickFi. You will be able to access Contract & Equipment Invoices in Reporting after the contract is countersigned.
Note: You may choose to sign the transaction contract at a later time by tapping Finish Later. This transaction will remain on your Home screen until you sign.