In this article, you will learn how to collect payments using Sunbit’s flexible installment plans.
Sunbit is a buy now, pay later (BNPL) technology company that makes it easier for your customers to say yes to your services by offering flexible installment plans without a hard credit check.
With Sunbit, you can offer your clients access to flexible payment options that ensure you receive the full payment for your services up front while allowing your clients to pay in installments over time — including the option to make four payments at 0% interest for your clients. It’s fast, easy, and a win-win for both you and your clients.
In order to send Sunbit links or make this option visible on the client portal, you will first need to sign up for Sunbit from the Feature Center. To learn more about enabling this integration, please see this article.
Sending installment offers directly to your clients
After signing up for Sunbit, you'll be able to send your clients a direct application link from both the web and mobile app. They will also see the option to select an "as low as" option when viewing estimates and invoices from the Workiz client portal.
Sending direct application links
From the web app
- From the web app, open the estimate or invoice you want to collect payment for
- Under the total, select Send loan application
- Confirm or enter the client's phone number and select Send text
From the mobile app
- From the mobile app, open the job you want to collect payment for
- Select Send prequalification link
- Confirm or enter the client's phone number and select Send application link
Your client will receive a text message with a link to apply for Sunbit installment options online.
Sending installment offers on estimates and invoices
Once your Sunbit account has been activated, all estimates and invoices with balances between $60–$10,000 will automatically feature an option for Sunbit installment plans. You will not be able to restrict Sunbit to specific customers.
What your clients will see
Once you’ve set up your Sunbit account, you will be able to send estimates and invoices that include installment plan options on both desktop and mobile.
Your customers will now see a Pay-over-time option — including a potential monthly payment amount.
If your customers choose to apply for a Sunbit payment plan from one of your estimates or invoices, they will be directed to the Sunbit sign-up page where they will be asked to provide some personal information such as their name, phone number, email, home address, and date of birth. The entire application process should only take a few minutes.
If approved, your customers will be presented with a variety of payment plan options to choose from to pay for your service.
How to know if your client is using Sunbit
You will receive an email from Sunbit to notify you that:
- Your customer has been pre-approved or denied for a Sunbit payment plan
- Your customer has decided to pay for your service using a Sunbit payment plan
The Payments tab of the job page on your Workiz account will also indicate whether a client has paid for your service using a Sunbit payment plan.
If you sent the application link from an estimate or invoice page in Workiz, these pages will automatically update to display when the application link was sent.
For more information on how to talk to your clients about Sunbit’s flexible payment options, please see this article.