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Open: the quote’s payment controls in the review step. Open the quote from Quotes.

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Direct payment

Select direct payment and review the upfront deposit, stock-delivery milestone and installation balance. Use the amount field or slider where available. The permitted amounts are not fixed in the quote — they come from Retailer Settings → Finance & deposits for the selling brand the quote belongs to:
  • the minimum deposit sets the floor,
  • the deposit limit (% of customer balance) sets the ceiling a representative may ask for,
  • the stock delivery payment (% of customer balance) sets the delivery milestone, and
  • the balance falls due on installation.
The three payments always sum to the quote total. The per-brand installation window from the same tab is what the customer contract quotes for a direct payment. Always use the limits and final schedule shown for the actual quote.

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Finance

Choose an available finance option and configured term. Review the finance deposit, amount financed, repayments and merchant/service fees. Check whether a fee is paid upfront or included in the financed amount. The terms, fees and loan range come from the same Finance & deposits tab. A repayment illustration is not lender approval. Record the actual application status and any required evidence before treating finance as ready.

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Funding and price

Government loans reduce the balance funded by other means; they are not a reduction in system price. Check the funding summary so rebates, loans, direct payment and commercial finance are not double-counted.

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Confirm the customer view

Preview the agreement, total and milestones. Do not change a saved payment schedule outside the supported revision flow. A processing payment can lock revision before settlement completes.