Phoenix finance options in Easy PV

Setting up Phoenix in Easy PV 

 Step 1: Sign up for Phoenix 

 You can apply to Phoenix to offer finance through Easy PV. To get started: 

 

 

 

 Standard users: Go to My Account > Preferences > Financial . Scroll down to Providers  and click Apply now . 

 Pro users: Go to Pro Account Settings > Financial . Scroll down to Providers and click Apply now . 

 

 

 

 If you are in a Pro team, only team owners can apply via Pro account settings.  

 Step 2: Approval from Phoenix 

 Once approved, we will link your Phoenix trader account with your Easy PV account. 

 

 Using Phoenix finance options in a project  

 Step 3: Enable Phoenix in a project  

 Navigate to Financial task > Financial inputs > Payment options .  You will then see Phoenix as a finance option alongside any other payment options you have configured. 

 

 Tick the  Phoenix  Finance option. Here you will have the option to enter some additional details: 

 

 Click Save & Exit in the bottom right or navigate to the next section in the menu on the left.  

 On the Projection tab , you can navigate between the available finance options from Phoenix on the right-hand sidebar to see the payback for each option .  

 Step 4: Generate proposal  

 When you are ready to send the Customer Proposal, click this message to generate a Phoenix quote. This will create a quote in your Phoenix account and send a copy of the Customer Proposal to Phoenix. 

 

 The customer will be notified about the Phoenix quote by email and SMS. It will also add a Learn More link to each Phoenix finance option in the Customer Proposal, allowing the customer to view full details and proceed to a loan application. 

 If you update the project, you can resend the quote. This action creates a new Phoenix quote and re-notifies the customer. 

 

 

 

 

 Want to know more? 

 

 

 

 Related FAQs: Check out our Financial Task FAQs  for answers to common questions 

 More guides : Take a look at Using the Financial task 

 Live training: Book onto a live demo session to see this feature in action 

 

 

 

 Contact Support:  If you've got further questions, get in touch with our support team at  help@easy-pv.co.uk  (UK) or  help@easy-pv.ie (IE).