Adding payment options to the project

Summary:

OpenSolar gives you the flexibility to customize payment options across each system option in your project. From adding upfront payments and reordering financing options to managing state eligibility and integrating with finance partners, the Payments tab is your hub for configuring the financing experience presented to your customer.

Navigating the Payments Tab in OpenSolar

When you open the Payments tab in a project, you’ll see all auto-applied financing options associated with each of your system options.

From this page, you can:

• Add an Upfront Payment (Down Payment): See monthly payments adjust in real-time.

• View Quotation Details: Click “See Details” to view a full breakdown of the selected payment option, including key financial figures.

• Add Multiple Financing Options to be shown in the proposal.

Managing Payment Options

 Add, Remove, or Reorder Financing Options

• Delete an Option:
  Click the trash can icon in the top-right corner of a payment card.

• Add a New Payment Option:

  • Click "+ Add Payment Option" to view all available financing products.

  • Use the search bar to quickly locate a specific option.

  • Check the box next to the desired payment option

  • Click Save to apply it.

• Reorder Displayed Options:
  Click and drag the 6-dot handle in the top-left of each card to change the display order in the customer proposal.

Additional Features

• State-Based Eligibility Filtering
  Enable the checkbox:
  “Remove products that are not eligible for this state”
  → This hides payment products that aren’t valid for the project’s location.

• Learn About Integrated Finance Partners
  Click on the lender’s logo to:

  • Learn more about the partner

  • Complete integration setup

  • Explore adding a new finance provider

Additional Navigation Tips

Each system option in your project includes useful indicators and controls in the top-right corner:

• Blue Check Mark:
  Shows which system options are currently included in the proposal.

• Arrow Icons:
  Reorder the system options as they will appear in the final proposal.

Video Walkthrough: