Adding payment options to the project

Summary:

OpenSolar allows you the flexibility to add the needed payment options to each of your system options.

Navigating the Payments tab

When you first navigate to this tab, you will see all of the auto-applied financing options for all of your system options.  

From this page

• Include an upfront payment (down payment) - see the monthly payments update with this change
• See details - view the quotation table and all key figures of the payment option
• You can add multiple payments to display on your proposal.

You can adjust which payments appear:

1. Deleting options: Click the trash can in the top right of each card to remove this option.
2. Add options: Click "+ Add Payment Option" to see all of your financing options and add
3. Re-order: Click the 6 dots in the top left to drag the payment cards and adjust which order they appear in the proposal  

Adding more payment options:

• Go to the payment tab of the project.
• From there select the "add payment option" to see all the available options.
• Use the search bar to locate the needed payment option.

• Check the box next to the payment option
• Select Save.

Other features

• "Remove products that are not eligible for this state" can be checked. Then products won't show if they are not available in the project's state
• Learn more about Integrated Finance partners by clicking on their logo. Get your integration live, or start exploring a new relationship with the lenders 

Additional Navigation

Each system option you've built will have the following in the top right:

• Blue check mark indicates whether a system is included in the proposal or not
• Click the arrows to move the options up or down in the proposal 

Want to learn more? Take our free training course Selling with Integrated Finance(USA) to learn more.