How to request a payment from the customer (OpenSolar 1.0)

Note: this article is relevant to the Cash payment type only. 

In OpenSolar once a customer has accepted the proposal, you will have the ability to request a payment from them which will prompt them to make a payment by changing the green action button in the MyEnergy page to "Make Payment" and allowing them to reaccept the proposal to say that they have made a payment. 

To do this, go to the projects page for a project which has been accepted with a cash payment option and scroll to the Sales and Service section. 

From here you can click on Request Payment and fill out the details with the amount that you are requesting them to pay as well as the tax included on this and if there are any surcharges. 

Leave the bottom part blank for payment requests.

When you click save you will be able to see the amount requested: 

You can then see that they have accepted the payment request in the project page and edit this to confirm the payment by clicking on the edit button: 

And then toggle ON the Funds Confirmed toggle to log that it has been made. 

You can then finally see it as green and there are no funds outstanding: