Introduction

At OpenSolar, we understand that projects can change for a variety of reasons. With CashFlow, you can quickly and easily make changes to the payment schedule, even once you have started collecting payments.  This includes the ability to update payment amounts on the project level, as well as the overall amount collected. 

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Adjust Payments

Open the project and navigate to the payment tab. If the project is sold, you will see the post-sale pricing page. In the “Invoices” section, select “Adjust Payments”. 

You can also access this by selecting “Adjust Payments” on the payment option card dropdown. Pre-sale, you can adjust payments for each payment option card. Post-sale, you can scroll down on the post-sale pricing page to adjust payments on the sold payment option card.

From the “Adjust Payments” dialog that will open, you can update the Amount Invoiced for each milestone, update the Total Amount Invoiced to change the total collected for the project, and/or add a milestone to the existing milestone structure.

Update the Amount Invoiced for each milestone

With CashFlow, it is easy to maintain the existing milestone structure, while changing the amount due at each milestone. You can edit the amount due for any payment that has not yet been received. Simply click into the “Amount Invoiced” to change the value of the invoice. 

You cannot edit invoice values that have already been sent or paid. The final milestone invoice value is auto-calculated as the remainder amount due and cannot be changed directly. In the example above, only Milestone 2 can be edited.

If you want to edit the value of an invoice that has already been sent, you must cancel it first. An unsent duplicate will automatically be created, and can then be edited. Learn more about canceling invoices here.

Once you save changes, be sure to resend any outstanding invoices. 

“Milestone %” is automatically updated to reflect any changes in distribution.  

Update the Total Amount Invoiced

If the total value of the project changes after the sale, you can directly edit the total price. Select the edit icon to the right of the “System Price (Inc. Tax)” value to unlock the total for editing.

Updates to the total amount invoiced will be split proportionally across any unpaid invoices. The amounts invoiced will automatically update. A price override adjustment will be on the system to ensure that the system price record always matches the invoiced total.

Please note: adjusting the total amount invoiced here will not automatically be reflected in your contract, nor will it trigger a change order for the customer to sign. To update your contract accordingly, you should process a change order or update offline.

Add a milestone

You may need to add a milestone to a customer’s payment schedule if plans change after the sale. 

Select “Add a Milestone” to add a blank milestone to the list. 

Add a milestone name and description and enter the payment amount. The Milestone % will be automatically calculated based on the value.

If you want to reorder the milestones, click the up and down arrows to the left of the milestone to change the order. 

Since payment methods available to the customer are controlled in CashFlow Payment Milestone Configuration, you wouldn’t automatically have set payment methods available for custom milestones created on the project. The feature solves for that with some simple logic: 

• If the milestone that you add is a new deposit, the payment methods allowed will be configured to match the first invoice from the original project. 
• If the added milestone is not a new deposit, the payment methods allowed will match the second invoice from the original project. 

Resetting the Project

If you want to clear the adjustments you have made, select “Reset.” 

This will cancel any unsaved changes you have created, and revert to the most recently saved version of the project. 

Once you are satisfied with the changes, save your project. Be sure to send any invoices that were canceled by your changes.

End - Have more questions? Submit a request

Additional Resources:

• CashFlow Invoice Breakdown