How to set up a REGULAR payment option

You can set up and customize the terms of any payment option in the Control zone of OpenSolar (Control > Pricing & Payments > Payment Options).

This payment option is suitable when you are selling standard set PV system packages. The customer pays a fixed price for those packages Weekly/Monthly for a term of a pre-set number of years.

• First, go to Control > Pricing and Payments > Payment Options >

• Give your payment option a title. (Note: This is how your payment option will appear in the proposal). In the example above I have called it “Regular Payment $400/Month”.
• Give your payment option a short description.
• In the Payment Type drop down, select Regular Payment.
• You can toggle Collect Signature at Checkout to collect the customer's signature at checkout. (Note: this will not appear if you have not got Customer-Checkout Enabled.
• Choose a payment frequency (Weekly/Fortnightly/Monthly) from the drop-down menu.
• Then you can set the regular payment amount and the term (years) for the payment.
• Select whether you would like to enable Auto-Apply for this option and fill out the details for this.
• Use the text-editor to enter in the Terms and Conditions which are specific to this payment option and will only be displayed when this option is selected.
• Click the  button to finish creating this payment option.