How to set up Payment Options

This article talks about a feature in the Control section of the App.

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Go to Control>Pricing and Payments > Payment Options.

This will take you to a list of your current payment options.

In order to create a new payment option click on the button in the top right hand corner OR in the centre.

From here you will be able to:

Create a title for your payment option (Note: This is how your payment option will appear in the proposal) and add a short description for it.
Choose the payment type, and
Whether you would like to Auto-apply it.
Once you click save in the bottom right hand corner you will have more customisation options to choose from. See this article to find out how you can customise the quotation table for each payment option

If you are not sure how Auto-Apply works, please see how our article: What is Auto-Apply?

Depending on which payment type you choose, you will have a different set of inputs to fill out.

We currently offer the following payment types. Please see their dedicated articles to know how each of the different payment types can be set-up.

Cash : This payment type is for when the customer would like to pay the entire purchase price upfront and this will be reflected in the financial calculations that are shown in the proposal.
Regular Payment : This payment option is suitable when you are selling standard set PV system packages at fixed Weekly/Monthly regular payments for a term of a pre-set number of years.
Loan : This payment option allows customer to pay for the system over a number of installments, with advanced options like delayed down payment, initial loan term and final loan term.
PPA : Solar PPA is a long term contract between the Customer and the Solar retailer(or installer) to purchase electricity generated by a solar panel system installed at their premises.
Lease : This option allows the customer to enter into a lease agreement for the PV system and pay for the system over a period of time with fixed Monthly/Fortnightly payments.

How to set-up electronic signatures

Go to Advanced settings and toggle it ON and then toggle Collect Signature to ON.