We recommend setting up [automatic pricing rules](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-up-your-automatic-pricing-calculator "Automatic Project Price Calculator") and [financial defaults](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-financial-defaults "Setting financial defaults") via your account preferences or pro account settings. This will speed up the time it takes for you to generate an accurate quotation and projections for your project.
You can access the financial task via the **'Tasks' drop-down menu** or from the **task list** to the left on the project overview page. When the financial task first opens, you'll be shown a popup that lets you **configure the settings** you want to use for the quote and projections. It will open on 'Self-consumption' and then you can use the right hand navigation to choose the settings you want to edit: [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-09/BxurGUPTxjuw9Rsl-image.png) If you have set defaults via your account preferences, these will be automatically applied here. [More information on each of the settings is available below](https://help.easy-pv.co.uk/books/financial-task/page/using-the-financial-task#bkmrk-more-information-abo). When you have finished updating the settings, click **Save & Exit.** This will then allow you to view and modify the quotation and view the projection. --- ### **Navigating the financial task** The right hand sidebar contains options to switch between the **quotation** and the **projection** view: [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-09/YzVCrXzANXMzLscF-quotationprojection.gif) You also have the following actions:| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-08/mX1OxtSzTSmaeYHc-image.png) | **Financial inputs** Click to edit the financial settings used in the projection |
| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-08/3N1rq84hUZkw5YNC-image.png) | **Open help page** Go directly to this help page if you're ever having trouble. |
| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-08/Wput4MsdkFFLpIse-image.png) | **Refresh pricing** Recalculate cost of goods, services or both reflect any changes you've made to the project via other tasks. |
| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-08/EP0onYAXAnq286Yf-image.png) | **Export quotation as a CSV.** Customise the CSV file that will be downloaded. Line items will be based on the quotation in Financial Task. |
| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-08/DZhFsa2DtoikaOvA-image.png) | **Auto-pricing settings** Adjust settings used in [automatic pricing calculator](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-up-your-automatic-pricing-calculator "Setting up your Automatic Pricing Calculator") directly from the financial task. |
| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-08/oe8tOxDjFJeOGloc-image.png) | **Go to user preferences** Edit [defaults](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-financial-defaults "Setting financial defaults") used in financial task. |
For more details on the financial projection and how you can improve it, see **[Understanding the Financial Projection](https://help.easy-pv.co.uk/books/financial-task/page/understanding-the-financial-projection "Understanding the financial projection").**
At the top of this page you will see the annual generation, payback period, internal rate of return and net present value. A positive net present value is a good indication that the project is financially worthwhile. You will also see the following details about the projection: - **Income and savings**: This graph shows the projected income from the system over the project lifetime in payments for generated and exported electricity, along with electricity savings. - **Running costs and loan**: If a running cost is included or finance option is selected, then these will show up in these graphs. - **Bottom line**: This graph will then indicate the cumulative costs and benefits of the system. When these two lines intersect is when the system benefits become equal to the cumulative costs, after this time the customer is projected to gain from their solar system. - **Payment options**: On the right-hand side you can view and the payment options on this project. Switch between them to see the impact they have on the financials for this project. --- ### **Configuring the financial settings** The following sections explain all the settings you can configure. Click **Financial inputs** in the top right of the financial task to open these settings. #### Self consumption The proportion of electricity generated from a solar array that is used in a property can significantly affect financial returns. Easy PV has multiple methods you can use to calculate self-consumption which you can select from. Read here about [the differences between the MCS and Easy PV methods](https://help.easy-pv.co.uk/books/faqs/page/what-are-the-differences-between-the-mcs-and-easy-pv-self-consumption-calculations "What are the differences between the MCS and Easy PV self-consumption calculation?"). - **MCS (UK)**: this can only be used with flat tariffs, can be used for projects with consumption between 1500-6000kWh, generation below 6000kWh and usable batter capacity below 15.1kWh. - **Easy PV:** this can be used for a project of any size and can be used with variable tariffs. Information on setting up variable tariffs can be found in our [tariffs guide](https://help.easy-pv.co.uk/books/performance-and-consumption/page/editing-and-creating-tariffs). Set up export limits and configure battery charging. - **Custom percentage**: Input a self-consumption fraction directly. This will not model the impacts of a battery and is just calculated based on the total estimated annual generation.When using a custom percentage the **Battery Storage** section in the Customer Proposal will not generate. If you would like this to generate, select the MCS or Easy PV self-consumption.
#### Pricing calculation Here you can select which pricing calculation to use, with the option of selecting between the following: - **Manual pricing**: set a default markup on goods and input service costs on each project - **Automatic pricing**: set a default markup on goods and automatically configure service costs for each project. Service costs will be calculated according to rules that you set.Guidance on how to set up your own automatic pricing settings can be found in the **[automatic pricing guide](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-up-your-automatic-pricing-calculator "automatic pricing guide")**.
#### Financial settings See how these settings [impact the financial projection](https://help.easy-pv.co.uk/books/financial-task/page/understanding-the-financial-projection "Understanding the financial projection"). You can set default values for this section in your account or pro [financial settings](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-financial-defaults "Setting financial defaults") or adjust them on a project by project basis. - **Projection term**: the number of years you wish to make financial projections. This should be approximately the expected lifespan of the equipment. - **Inflation rate**: this is the inflation rate for your financial projection.This base inflation rate will be applied to all costs and savings, you can set a different inflation rate for tariffs.
- **Panel degradation rate**: panels gradually reduce in output as they degrade over time. Set the rate at which the output of the panels decreases each year. - **Discount rate**: a discount rate is a means of determining the current value of something (like income or savings from a PV system) that you'll receive in the future. Set this to 0 if you would like no mention of discount rate in the proposal. #### Tax settings You can set default values for this section in your [financial settings](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-financial-defaults "Setting financial defaults"). Configure the following: - **VAT rate for materials**: this will apply to all costs included in the **goods** section. - **VAT rate for services**: this will apply to all costs included in the **services** section. - **Whether the customer can reclaim VAT**: selecting that the tax can be reclaimed will mean VAT is excluded from the loan total (if applicable) and the cost on the front of the proposal, but not the cost used in the financial projection. [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/9B5H2bBj3cvwtXqB-image.png) #### Payment In this section you can configure how the customer will pay for the system, with the option to either pay in full or with finance. Any discounts or grants are configured in later sections but will be automatically factored in. Select from your preset payment options for this project or [create new ones](https://help.easy-pv.co.uk/books/financial-task/page/payment-options "Configure payment options"). You can set default values for this section in your [financial settings](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-financial-defaults "Setting financial defaults"), If you'd like to amend an existing one for this project, you can just **duplicate to project** and edit any details or navigate to your financial settings by clicking the **Edit** option at the top to edit the default option. [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/cqZgl7t71XExuS4c-image.png) #### Running costs Add rows for costs you expect to be incurred in the future. You can choose whether costs are applied on an annual basis (for example a maintenance contract) or as one-off costs (for example an inverter replacement). [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/iBm9NvrhWEFZzQeN-image.png) #### Additional savings Add rows for additional savings, such as from immersion diversion systems or from night charging from batteries. Set the name for the saving, what the saving is (this can be in terms of £, kWh per year or a % of annual generation) and how it should scale with inflation. [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/TR7HOYoP4ZqxP0lm-image.png) #### Grant If the project is eligible for a grant that will pay for some or all of the cost of the system, you can add it here. Set the description, the value and whether this is claimed before or after the installation. [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/CE4m2cVt4dKcNEbb-image.png) #### Discount If you want to apply a discount to your quote to reduce the cost for your customer, you can do so here. Input a description and choose the type of discount you want to apply. This can be a fixed discount or a percentage of the total cost. [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/2fjqNCh0n9v56wPh-image.png) --- If you have any additional questions about the financial task take a look at our [financial FAQs](https://help.easy-pv.co.uk/books/faqs "FAQs") or reach out atIf you are in a Pro team, only **[team owners](https://help.easy-pv.co.uk/link/74#bkmrk-add-and-remove-users)** can apply via Pro account settings.
#### Step 2: Approval from FinMatch Once approved, we will link your FinMatch account with your Easy PV account. #### Step 3: Configure in Easy PV In your **financial** settings, you can configure your FinMatch settings: - Standard users: *My account* > *Preferences* > *Financial*. Scroll down to ***Providers***. - Pro users: *Pro Account Settings* > *Financial*. Scroll down to ***Providers***. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-03/mfqEJHozUmeGNAMo-image.png) ##### Deposit percentage Enter the percentage of the total system cost that the customer must pay as a deposit. This amount will not be included in the financed total. This amount can be edited on a per project basis. ##### Custom finance URL Enter the full URL of the finance page on your website (for example: **https://www.yoursite.co.uk/finance**). This link will be shared with FinMatch. A custom link to the **FinMatch Finance Assistant** will then be generated for each FinMatch finance option included in a customer proposal. Read more about this in Step 5. ##### FCA disclosure Enter the customised text of your required **FCA Disclosure** which will be displayed on each finance option generated through FinMatch that is included in the customer proposal.Note: there is an 850 character limit on this disclosure text.
### Using FinMatch finance options in a project #### Step 4: Enable FinMatch in a project Navigate to *Financial task* > *Financial inputs* > *Payment options*. You will then see FinMatch as a finance option alongside any other [payment options](https://help.easy-pv.co.uk/books/financial-task/page/payment-options "Payment options") you have configured. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-03/Q5FTx4FJaBrgXEDb-image.png) Tick the **FinMatch Finance** option and (optionally) edit the deposit amount. Some finance options will have a minimum deposit value so this may be overridden. Select ***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 FinMatch on the right-hand sidebar to see the **payback for each option**. #### Step 5: Generate proposal In the customer proposal, the Payment Options pages that detail finance options generated through FinMatch will include a “Learn More” link. When clicked, this link will direct the customer to a finance details page on your website. This link can be accessed from an **e-signing link** or from a saved **PDF**. # Understanding the financial projection The financial projection is determined by the system cost, system output and your financial settings. Correctly configuring these settings is crucial to getting an accurate financial projection. --- ### **Where do I find the financial projection?** The financial projection is found in the financial task. Navigate between the quotation and the projection page on the left. Select between payment options to see the impact on the financial projection. [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/RqCupc9Edr2L96jG-financialprojection.gif) ### **Income and savings** This section shows the income and savings across the projection period. Income is made up of export payments and savings are made up of electricity savings and any additional savings configured. #### Electricity savings This is how much we project the customer will be able to save now they will not be spending this on their electricity bill and will instead be using energy from the panels or battery. This is calculated using the annual generation and import tariff (using the [customers old tariff](https://help.easy-pv.co.uk/books/performance-and-consumption/page/getting-started-with-the-consumption-task#bkmrk-tariffs%C2%A0) if they are switching tariffs). **Determined by**: import tariff, battery management, degradation rate, inflation rateNote that if you have forced battery charging and discharging configured, you may find the electricity savings are negative. Provided the total income and savings is still greater than how much they were previously spending on electricity, this is not a problem. If your electricity savings are negative, we will just show the total benefit in this section.
#### Export benefits This is how much we project that the customer will be able to earn from exporting electricity to the grid. **Determined by**: export tariff, battery management, degradation rate, inflation rate #### Additional savings This models any [additional savings](https://help.easy-pv.co.uk/books/financial-task/page/using-the-financial-task#bkmrk-more-information-abo) that aren't factored into the MCS or Easy PV model. **Determined by:** additional savings in financial task, inflation rate ### **Loan and running costs** The loan and running cost graphs will show any costs that they will incur in the first year and beyond. These will be factored into the total cost of the system across the period and used in the payback calculation. If you have set up a [finance option](https://help.easy-pv.co.uk/books/financial-task/page/payment-options "Configure payment options"), you can select this from the right side bar to see the impact this has on the projection. ### Bottom line This section gives an overall indication of the benefits of the system and whether it is a worthwhile investment for the customer. Below are some key definitions. #### Discount rateSet the discount rate to zero if you would not like it used in the proposal.
A discount rate is a means of determining the current value of something (like income or savings from a PV system) that you'll receive in the future. This is set in your project financial settings.Set the discount rate to zero if you would not like it used in the proposal.
This is the difference between cumulative benefits and the cumulative costs of the system across the projection period, both factoring in discount rate. When this is positive, it indicates the expected benefits (discounted to present value) exceed the expected costs (also discounted to present value). #### Internal Rate of Return This is the discount rate that, when used to calculate NPV, makes NPV 0.Payback period coming out longer than you'd expect? [Read here](https://help.easy-pv.co.uk/books/faqs/page/the-payback-period-is-too-long-how-can-i-fix-this) for things you can do to help with that.
--- If you have any additional questions about the financial task, take a look at our guide on [using the financial task](https://help.easy-pv.co.uk/books/financial-task/page/using-the-financial-task "Financial Task") and our [financial FAQs](https://help.easy-pv.co.uk/books/faqs "FAQs") or reach out at| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-09/jMO6FxliPQuscMfZ-image.png) | **Duplicate** Copy and edit an existing payment option or provider if you need to make small changes to an existing option. |
| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-09/WphRx5jaJTJCpG57-image.png) | **Delete** This will delete the payment option or provider and cannot be undone. Previous projects using these options will be unchanged. |
| [](https://help.easy-pv.co.uk/uploads/images/gallery/2025-09/t3PUjHq7OK1NUMm2-image.png) | **Hide** This will no longer show as a payment option or provider but will still show in this menu. It can be unhidden at anytime from your financial settings. |
Note that project level payment options can be edited, deleted and duplicated but **user** and **team** level options **cannot be edited or deleted** from within a project. Navigate to your financial settings to edit user or team level payment options or duplicate to make a project level copy.
--- If you have any additional questions about setting up payment options, please reach out at