Sunlight Financial

Why Is the Sunlight Financial Button Not Showing on the Contact or Job?

Sunlight Financial requires that Contacts or Jobs include an address, zip code, and phone number. If you have not included these fields, you will not be able to request financing for that client. 

Sunlight Financial - Required Contact Fields

You will instead receive an error stating that your file does not include the required fields.

Sunlight Financial - Troubleshooting


Update
the necessary fields, Save the record, and refresh your page to be able to request financing.