How to use the bulk update in payment options

Summary:

OpenSolar's Bulk Update Projects feature makes it easy to update payment calculations when finance partner fees (such as dealer or merchant fees) change. It also allows you to switch existing projects from one payment option to another in bulk. This ensures your pricing and proposals stay accurate without manually editing each project.

Updating Project Payment Calculations in Bulk

If you have a finance integration enabled, you can use the Bulk Update Projects tool to efficiently recalculate pricing across multiple projects.

This is especially useful when:

• Dealer or merchant fees have changed

• You want to migrate projects from one payment option to another

• You need to trigger recalculations on existing payment plans

Steps to Bulk Update Projects

Navigate to the Bulk Update Tool

Go to:
Control > Payment Options
Click “Bulk Update Projects (beta)”

Select Payment Options

You’ll see two dropdown menus:

• Current Payment Option (the one you want to replace)

• New Payment Option (the one you want to switch to)

Click “Refresh Table” to load applicable projects.

 Note: To trigger a recalculation without changing the payment option, simply select the same option in both dropdowns.

Select Projects to Update

After the table refreshes, select the checkboxes next to the projects you want to update.

Preview the Changes

Click “Preview Change” to view how the updates will affect:

• System Price

• Regular Payment Values

This gives you a chance to confirm the impact before applying any changes.

Save the Changes

Once you're satisfied with the preview:

• Click “Save All Changes”

If successful, you’ll see “Update Saved” in the Results column for each project.

Video Walkthrough