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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.

IntroduceThis purposeguide 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 guidea /Pro benefitsteam, ofthis the task. Shouldn'twill be moreset thanby 1-3a sentences.Pro team admin in Pro account financial settings. 


Video here? 


TitleCreating -a smallnew header,payment boldoption

Overview 

Name 

Scope 

Payment type 

Default option 

Payment 

Payment format

Payment stages

Finance 

Finance provider 

Repayment 

Interest  


Editing existing payment options 

titlesFinancial / key sections separated with dividers. Not all guides need dividers, just longer ones or ones where the sections could be viewed more independently but still make sense in a single guide

Sub-titles - tiny header, bold 

Key information in boldsettings (I find it's best to bold at the end of making a guide, making too much information bold reduces its value!) 

  • Bullet pointed lists should have full stops at the end. 
  • Most important thing is being consistent within a guide. 

image.pngWithin project 


Using your payment options  


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