Configure payment options

This guide applies to easy-pv.ie and easy-pv.co.uk (pro) versions of Easy PV. The information provided here may not be accurate for easy-pv.com.

This guide will detail how you can manage and create payment options in Easy PV. Payment options can be created, viewed and edited in the the financial task. You can also set up payments in your account financial settings or if you are a member of a Pro team, this will be set by a Pro team admin in Pro account financial settings. 

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Video here? 

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Creating a new payment option

Overview 

Name 

Scope 

Payment type 

Default option 

Payment 

Payment format

Payment stages

Finance 

Finance provider 

Repayment 

Interest  

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Editing existing payment options 

Financial settings

Within project 

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Using your payment options  

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If you have any additional questions about [topic], please reach out at help@easy-pv.co.uk or help@easy-pv.ie.