Overview
A screen-by-screen walkthrough of the Financing Eligibility page: the partnership-status table, the Apply CTA, the approved-programs table with its per-program toggle, and the legacy pending section.
What you will achieve
- Recognize every section of the Financing Eligibility page on sight.
- Understand exactly what the approved-programs toggle does and does not affect.
- Know the difference between partnership status and per-program visibility.
Step-by-step
- At the top of the page, a hero section reads "Financing Eligibility" with a short description, and a blue "Apply to financial institutions" button on the right with a handshake icon — this is the entry point to the partnership application.
- The first card is "Partnership applications", showing a table with two columns: Financial institution and Status. Status is a colored badge — green "Approved", red "Rejected", or yellow (the pending default) — one row per institution you have applied to.
- If you have never applied, the card instead shows a landmark icon, the text "You have not submitted a partnership application yet.", and a "Start application" button.
- The second card is "Approved programs (for quotes)". If you have at least one approved program, a blue info hint appears first: "Turn off a program to hide it from your product pages, quotes, and buyer financing. Your FI approval is unchanged; you can turn it back on anytime."
- Below that hint is a table: Program, FI (the institution name), Status (always a green "Approved" badge here — everything in this table already passed approval), and a right-aligned column "Use on store & quotes" containing a toggle switch.
- That toggle switch is the `program_enable` control: switching it off immediately hides that specific program from your product pages, quotations, and buyer-facing financing — but it does NOT revoke your underlying FI approval with that institution, and you can switch it back on at any time with no re-approval needed.
- If you have no approved programs yet, the card instead shows a file-invoice icon and the text "No approved programs yet. Complete a partnership application and wait for FI approval to offer financing on quotes."
- If any program-level requests are still pending under the older workflow, a "Pending program-level requests (legacy)" sub-heading appears below, with its own small table (Program, Status) showing a yellow "Pending Approval" badge per row.
- The Partnership applications table shows institution-level approval status — this is the underlying gate.
- The Approved programs toggle only controls per-program visibility on your storefront/quotes — it never touches the institution-level approval itself.
- Turning a program off and back on is fully reversible and instant — no admin action or re-approval is needed either way.
A seller might be approved by three different institutions but only want to actively offer one of their programs right now — perhaps the other two have terms that don't fit their current customer base. Turning those two off with the toggle keeps the underlying approval intact (so nothing needs to be reapplied for later) while keeping the buyer-facing options limited to the one program the seller actually wants to sell right now.
Seller checklist
- Partnership application status is checked before assuming any FI program is usable.
- The approved-programs toggle is reviewed so only the financing options you actually want to offer are switched on.
- Legacy pending requests are not mistaken for a stuck or broken application — they are simply awaiting the older approval path.
Frequently Asked Questions
What happens when I turn off a program with the toggle?
It immediately hides that program from your product pages, quotations, and buyer financing options — but your FI approval with that institution is untouched, and you can turn it back on anytime with no re-approval.
Why do I see a program in "Pending" even though I applied a while ago?
That section is the legacy program-level request path, kept separate from the newer partnership-application workflow above it; pending simply means the institution has not yet approved or rejected it.
Does approval here automatically enable FI on all my offers?
No — approval here makes the FI toggle available on the offer form, but you still have to enable "Allow bank / FI financing" per offer on the offer form itself.
