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Set up
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Set up a finance plan
From the admin menu, click manage suppliers.
If the finance company is not yet listed as a supplier, click add supplier
Enter the finance company’s Name and set Company Type to Finance Provider.
In the Admin menu, click Manage Finance Plans, then click Add Item.
Enter the appropriate values for each plan type. (Note: monthly fees need to be converted to annual amount and then entered as annual fees)
Add a loan / lease / PPA to a quote
On the specific quote, go to the bottom of the the View Quote page
Select the required finance plan, adjust any values if necessary,then click Apply.
Once applied, a unique instance of that finance plan for that customer will be saved.
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A loan should account for the entire cost of the system , and may be split between a deposit and repayments. The deposit + loan amount = system buy price. Loan repayments are considered in the cashflow and Return on Investment calculations.
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Similar to a loan, however, the ownership of the system is held by the finance provider until the end of the term. There is an additional option for a buyout price where relevant.
Mortgage
Similar to a lease, subject to the conditions of the finance agreement.
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This category is specifically created for the SolarVIC loans, and means that part of the payment of the system is a loan from SolarVIC, and the remainder is a cash payment.
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Annual adjustment = annual increase in the purchase price
Finance Integrations
Smart Ease (formerly Energy Ease)
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- See how to set up the Integration here ➡️
HandyPay - in development
Solar Victoria loan settings
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Solar Victoria Battery Loan
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On the specific quote, on the
View Quote page,
To apply to a quote
open the Edit Pricing page
In the Add Finance Section, select the Solar VIC Loan
Uncheck the Show Cash Options box
adjust the Total Loan Amount if required
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click Recalculate Payment then Apply.
Note that the Deposit value should be $0.
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