Payment Transactions

Summary:

OpenSolar allows you to track all the payment transactions that are happening with your project. The following article will detail how to add this information as well as  the status the transactions go through once created.

Transactions:

Our system allows you to track your transactions like never before. Once your customer has accepted the proposal, the system will automatically register this as a transaction on the Manage tab:

Not only that, but you also have the option to manually enter transactions by selecting the + icon on the top right corner of the transaction section. A pop out will appear for you to add the transaction information. Lets say for example, you have send an invoice tot hecustomer for $15,000. You can log this information by just adding the amount and tax in applicable. This will create a transaction history in “awaiting Response” status:

Once the customer makes the payment,  you can click on the edit pencil next to the transaction and toggle on the “payment is complete” option. This will change the status of the transaction to “awaiting payment”:

When funds are confirmed, you can edit the transaction once again and toggle on the “funds are confirmed”, enter the date and type of transaction. This will change the status of the transaction to “funds received”:

Upon your customer accepting the proposal and OpenSolar recording this transaction, there will be a PDF automatically generated in the Documents area of the Manage tab. This PDF is a signed copy of the proposal/contract that you can use as evidence of purchase. This signed copy should be dated the exact same as the contract date, shown under the sale section of the Manage tab.