Adding Acorn Financing to a Job Custom Document

Best Suited for:

• Users on the Pro subscription plan or Starter/Plus plans with the Custom Document add‑on enabled
• US‑based Acorn Financing merchants using Custom Documents
• Users managing Job Custom Documents

Important Information:

• Acorn Financing is added to Job Custom Documents using the {Acorn:Widget} tag
• The tag must be manually added to the Job Custom Document template
• The tag must be added to each Job Custom Document where the widget is required
• The Acorn tag and widget cannot be customized

Adding Acorn Financing to the Job Custom Document:

1. Navigate to My Office > Custom Documents
2. Select the Job Custom Document to edit
3. Locate the desired placement for the Acorn widget (recommended near the Total Due section)
4. Insert the following tag: {Acorn:Widget}

Previewing the Template:

1. Select Preview
2. Select a specific job to preview
3. Confirm the Acorn Financing widget appears correctly
4. Select Save Template

Additional Resources:

Introducing Acorn Homeowner Financing
Introducing Acorn Financing to Custom Documents
Adding Acorn Financing to an Estimate Custom Document
Adding Acorn Financing to an Invoice Custom Document