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How to Use Service Payment Plan (SPP) in Your Deals

Welcome to the Service Payment Plan (SPP) integration guide. This step-by-step article walks you through configuring your menu, rating products, setting up contracting, and completing the SPP checkout process.

1. Selecting the SPP Menu Style

To begin using SPP within a deal:

  1. Open your deal and navigate to the Layout Page.
  2. Under Template, select the SPP Template.

2. Managing Unqualified Products & Rating Coverage

  • Product Eligibility Check: If any products are added to your columns and do not qualify for SPP financing, a red box will highlight them alongside an error message indicating they are unqualified. Simply remove the unqualified products from the menu to continue.

 

  

  • Selecting Coverage: Rate your qualified SPP products and select the desired coverage terms as you normally would.
  • Reviewing Payment Options: Click Save & Next to view your customized menu. At the bottom of your columns, you will see the available payment options displayed for each provider.

  

 3. Configuring Lenders on the Forms (Contracting) Page

Follow your standard workflow until you reach the Forms Page (Step 2. Product Contracting):

  1. Lender Selection Setup:
    • Product Lender Assignment: Next to each SPP-eligible product, change the Lender drop-down to SPP.

  

  1. Marking Products as Sold:
    • Critical Order of Operation: Assign SPP as the lender BEFORE marking the products as sold. Marking a product as sold locks the lender drop-down menu.
    • What if you forgot? If you marked a product as sold before selecting SPP, uncheck the Sold box next to the product, change the lender drop-down to SPP, and recheck the Sold box.

 4. Finalizing Contracts & SPP Redirection

  1. Generate Contracts: Generate your live contract(s) as usual.
  2. Access Product Contracting: Once live contracts are generated, Step 4. Payment Plans will appear at the bottom of the page.
  3. Launch SPP:
    • Click on 4. Payment Plans to expand the section.
    • Click the blue Contract button to display the blue Continue to SPP button on the right side of the page. Note: this will not be clickable if you do not have contracts generated.
    • Click Continue to SPP to be redirected to the SPP external web portal.

5. Completing Financing & Contract Management

  1. SPP Portal Completion: Follow the standard SPP lending prompts on their website.
  2. Return to MenuMetric: After clicking Purchase inside the SPP portal, you will be automatically redirected back to the MenuMetric Forms Page.
  3. Print or Void Contracts: You will now see Display and Void buttons on the right side of the screen:
    • Click Display to view and print the finalized SPP contract.
    • Click Void if you need to cancel or restart the agreement.