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Video: Set up and use Finance Plans
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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)
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This category is specifically created for 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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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
click Recalculate Payment then Apply.
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