Log in to your account
From the menu, choose Projects
Find the project you want to send the customer an invite to Finance
Once you're in the project, locate the Financing Tool Kit section
If you have not yet invited the customer to finance, click the yellow Send Invite button
A pop-up will appear, confirm how you want to send the invite by toggling the icon to the right. (color=selected)
Click Send financing invitation
The customer will receive an email and/or text message to start the process