Navigate to the relevant Customer Order > Unit Deal

Your Customer is financing the Unit Deal so the user would click on User-added image

User-added image

Then the user would need to select the relevant Finance Provider and then complete the relevant section

User-added image

**To make your Finance Provider available for selection, the user will need to ensure that the relevant Vendor has been setup as a Finance Company. It only needs to be done once and once completed, the Finance Provider will be available across all CO at all times.

Blackpurl refer to Finance Companies as part of the Vendor Products and Services.  This article will show you how to set this up your Finance Providers - How to Setup Vendor Products and Services