Performing Financial Functions > Using the Financial Estimator Setup Button

Configuring Financial Estimator Setup

To configure Financial Estimator Setup options:

1. From the main menu, select Functions > Maintenance/Setup > Financial Estimator Maintenance. The Financial Estimator Maintenance window is displayed.

2. Select one of the following options:

3. Cash Discounts

   1. To update the discount percentages, click Change. The Cash Discount window is displayed.

   2. Type a discount percentage for the selected down payment percentage.

   3. Click OK to update the percentages, or Cancel to discard them.
      

4. Preferred Down Payment % Total

   1. To update the preferred down payment percentages, click Change. The Preferred Down Payment % Total window is displayed.

   2. Type the preferred percentage in the Down Payment % Total field.

   3. Click OK to update the percentage, or Cancel to discard the information.
      

3. Click OK.

Related Topics

Using the Financial Estimator Setup Tool

Performing Financial Functions

Viewing Totals

Viewing the Ledger

Working with Promises/Collections

Using the Claims Button

Accessing CareCredit