Acima Integration - Use Application Only

This guide walks you through how to set up and use the Application-Only integration with Acima within EZ Process Pro. This version of the integration allows you to submit financing applications and check approval status and amount.

Video Walkthrough:

🔧 Step 1: Activate ACIMA Integration

1. Go to System Settings > Page 1.

2. Navigate to the Financing Companies section on the right side of the page.

3. Find ACIMA-Integrated and activate it by clicking the Reactivate option.

📍 Step 2: Enter Location ID(s)

1. For this step, you will need to gather, from ACIMA, the ACIMA Store Location GUID for every location that has the ability to apply for financing.

2. In System Settings > Page 1, go to the Location List section on the left side of the screen.

3. Click on each location you use with ACIMA.

4. Enter your ACIMA Store Location ID in the "Set up Integrated Financing or Lease to Own Companies for this location - ACIMA Store Location ID" field.

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6. Save your changes by clicking the submit button at the bottom of the screen.

🧾 Step 3: Submit an Application

You can apply for financing in two places:

Option 1: Within the Customer Profile

1. Go to Sales > Search Customer and either search for or create a new customer.

2. Open their Customer Profile.

3. In order to apply for ACIMA financing, you must first make sure that the customer has an email address and cell phone number saved in EZ Process Pro. 
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5. Click the Customer Account: Actions drop-down menu and select View Integrated Financing Information.

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7. A window will appear where you can complete the application.

8. Click Start Application to open the application.
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10. This will now open up the ACIMA Application Form. You will now either fill out the application on the customer's behalf or have them fill out the application themself. Once finished filling out every field, click Submit Application.
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12. Please note: EZ Process Pro does not store sensitive high-risk information like bank account numbers, social security numbers, or driver’s license numbers—unless they were previously entered by your team. These fields are transmitted securely and directly to ACIMA.

13. After submission, a new tab will open showing you the Response from Acima. It will first tell you the status is Pending.

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15. You will then click Recheck Status to see the approval result and amount.

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17. You then have the option to click on the Print button to print out the approved amount and approval code for your customer.

Option 2: During a New Sale

1. Begin a new sale, add items to the shopping cart, and then select Checkout.

2. After entering your new customer's information, make sure an email address and cell phone number have been entered, and then look for the Save Customer Info/Apply for Financing or Lease to Own option and click on that.

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4. The page will reload, and there will now be a new Apply for Financing or Lease to Own button that you will then click on.
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6. A new tab will be opened on your browser that will allow you to start a new application.

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8. Click Start Application.

9. Complete the application in the pop-up window, and whenever you or your client is finished, click the Submit Application button.

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11. And remember: EZ Process Pro will not store any sensitive personal or banking information entered during the application process. These details are securely handled by Acima.
12. You will now be taken to the response page from Acima.
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14. Use the Recheck Status button to refresh and view results.

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16. You can use the Print option to print out the approval response from Acima.

📊 Step 4: Track Applications

You can track and manage ACIMA applications using the following reports:

✅ View Integrated Financing Information from Customer Profile

• Go to Sales > Search Customer

• Search for and open your customer's profile.
• Click on Customer Account: Actions, and then select View Integrated Financing or Lease to Own Information
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• See date of application,  approval amounts, amount used, expiration, and current status of application.

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📅 Integrated Finance Company Approval Report

• Go to Management > Finance Department > View Reports > Integrated Finance or Lease to Own

• You will now select a date range to run the report for and select the integrated financing or lease to own company.
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• You will then click Generate Report to run the report.
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• The report will show you the date of approval, the customer's name, approval amount, amount used, expiration, location of application, sale associated, and whether or not the contract has been signed.

📝 Notes

• Be sure to follow up with the customer if approval is confirmed, but they haven’t completed the sale.