---
title: "Email financing application links from ServiceTitan"
slug: "email-financing-application-links-from-servicetitan"
updated: 2026-10-16T01:35:42Z
published: 2026-10-16T01:35:42Z
canonical: "help.servicetitan.com/email-financing-application-links-from-servicetitan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email financing application links from ServiceTitan

## Overview

You can set up email templates and send Financing application links directly from the job or invoice page in ServiceTitan. This helps teams manage the sales process and increase your bottom without needing technicians in the field.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, bookkeepers, dispatchers, and customer service representatives (CSRs)
- Primarily for Residential Service

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- The *Edit email setting* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- In order to send financing applications, you need to set up GoodLeap, Synchrony, GreenSky®, Wells Fargo, or Service Finance financing in ServiceTitan.

## Create a financing email template

1. Go to the top toolbar and click **Settings ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A55Z&se=2026-11-01T20%3A50%3A55Z&sr=c&sp=r&sig=gjC5FpBbVptrADsRzPqhSN%2FOiN51VNWWKTEEqVVh36M%3D)**.
2. In the side panel, go to **Invoicing** **>** **Email**.
3. Click the **Financing** tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/email-financing-application-links-from-servicetitan-image-a11ulua0.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A55Z&se=2026-11-01T20%3A50%3A55Z&sr=c&sp=r&sig=gjC5FpBbVptrADsRzPqhSN%2FOiN51VNWWKTEEqVVh36M%3D)
4. [Fill out the template](/roofing/docs/customize-email-templates).
5. In the **Body** field, add the {FinancingApplicationLink} placeholder.
6. When finished, click **Save**.

## Send a financing application link from an invoice

1. [Search for](/roofing/docs/use-search-in-servicetitan) and select the invoice you want to email a financing application link from.
2. Click **Send Financing Application Link**. The *Email Invoice* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/email-financing-application-links-from-servicetitan-image-hcgan5im.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A55Z&se=2026-11-01T20%3A50%3A55Z&sr=c&sp=r&sig=gjC5FpBbVptrADsRzPqhSN%2FOiN51VNWWKTEEqVVh36M%3D)
3. Fill out the email's details and body.
4. Select a financing partner from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/email-financing-application-links-from-servicetitan-image-of5ld87d.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A55Z&se=2026-11-01T20%3A50%3A55Z&sr=c&sp=r&sig=gjC5FpBbVptrADsRzPqhSN%2FOiN51VNWWKTEEqVVh36M%3D)

> [!NOTE]
> **Note:** This dropdown only appears if you have more than one financing partner set up in your account.
5. When finished, click **Send**.

## Send a financing application link from a job

1. [Search for](/roofing/docs/use-search-in-servicetitan) and select the job you want to email a financing application link from.
2. Click **Job Actions >** **Send Financing Link**. The *Email Invoice* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/email-financing-application-links-from-servicetitan-image-qsj8cqab.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A55Z&se=2026-11-01T20%3A50%3A55Z&sr=c&sp=r&sig=gjC5FpBbVptrADsRzPqhSN%2FOiN51VNWWKTEEqVVh36M%3D)
3. Fill out the email's details and body. Select a financing partner from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/email-financing-application-links-from-servicetitan-image-ofx1l35c.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A55Z&se=2026-11-01T20%3A50%3A55Z&sr=c&sp=r&sig=gjC5FpBbVptrADsRzPqhSN%2FOiN51VNWWKTEEqVVh36M%3D)

> [!NOTE]
> **Note:** This dropdown only appears if you have more than one financing partner set up in your account.
4. When finished, click **Send**.

## Want to learn more?

- See [Customize email templates](/roofing/docs/customize-email-templates)
- See [Payments](/roofing/docs/payments-home)

Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs.

**What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront.

**Also called:** Customer financing, Payment plans

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Customer Financing