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.
Table of contents
- Video guide?
- Creating a new payment option
- Editing existing payment options
- Using your payment options
Video here?
Creating a new payment option
New payment options can be created within projects through the financial task on the Payment tab or by navigating to your financial settings. Just click + New payment option and follow the steps outlined below.
1. Overview
Name: Input the name you'd like to appear on the proposal for this payment option. 
Scope: The option will only appear if you're creating a payment option from within a project. Select whether you'd like this option to appear for just this project or to be available on future projects. 
Payment type: Select between 'Pay in full' or 'Finance' depending on how you'd like the payment to be configured. For both options you can set up multiple payment stages and for finance options you can model paying off some or all of the cost of the system with a loan. This can be changed at any point. 
Default checkbox: This option will only appear if your scope is set to User or Team. If you check this box, this payment option will appear selected on all future projects. 
2. Payment
This section is optional if you selected Finance as the payment type.
Payment format: set whether you'd like payments to be defined as percentages or as constant values. 
Payment stages: add rows to define additional payment stages, set the name of the stage to appear on the quote, the amount (% or £) and when the stage will be payable. If Finance was selected, the final stage will be from 'Finance Payments'. 
3. Finance
Here you can configure the details of the finance payments. This section will not appear if you've selected 'Pay in full'.
Finance provider: select from the drop down menu from your preset finance providers or select + New provider
When creating a new provider you will need to input the name of the provider, the scope (if you're creating within a project) and a description.
Repayment: set the repayment term, the repayment frequency and the repayment type. For most domestic installations, the repayment type will be fixed. The Capital + interest option will use the reserve interest rate set in your financial settings. 
Interest: set the loan interest rate and whether you want the interest to compound monthly or annually. 
Editing existing payment options
If you would like to edit existing payment options, this can be done within a project or in your financial settings.
Financial settings
[go through each section that's in financial settings - creating, hiding, deleting, etc.]
Within project
[go through each option within financial task modal]
Using your payment options
[may delete this section later, will just link to financial task loan section]
If you have any additional questions about [topic],setting up payment options, please reach out at help@easy-pv.co.uk or help@easy-pv.ie.