New in September 2025

Manage payment and finance options

This feature is in BETA on the easy-pv.co.uk site - if you encounter any issues please contact our support team for help.

We're rolling out new functionality that will allow you to set up payment and finance options for your projects.

This will allow you to configure:

Pay in full payment options (including deposits and stage payments to be paid at specific project milestones)
Finance/loan options to allow you to include details of any finance options that you make available to your customers.

Once configured, you can select which payment options to include for each project via the Financial Task. The payment options will be displayed in the customer proposal along with specific cashflow/payback pages for each option (see below for more info about changes to the customer proposal).

Battery management benefits: model charging from or discharging to the grid

This feature is in BETA on the easy-pv.co.uk site - if you encounter any issues please contact our support team for help.

With this exciting update, you can now model the financial benefits of charging and discharging batteries to/from the grid.

If your customer will be on a time-of-use tariff or smart tariff, you can configure the times the batteries should charge from the grid (for example, overnight to take advantage of a cheap export rate) or when the batteries should discharge to the grid (for example, during peak hours when the customer may get paid more for exporting energy to the grid).

Configure the charge/discharge times via the Consumption Task. Easy PV will then forecast how much energy will be charged/discharged throughout the year and the likely financial benefits. To include these benefits in the financial projections of the project, you can select the new consumption method in the Financial Task. The additional benefits will be displayed within the customer proposal and the additional benefits will be included on the cashflow/payback pages for each payment option you've included for the project (see below for more info about changes to the customer proposal).

Changes to the Customer Proposal report

To support the new functionality outlined above, we've made several changes to the Customer Proposal report. Here's a summary of what you can expect to see:

A new financial overview page covering the key financial benefits of the system (including benefits of charging batteries from/discharging batteries to the grid).
A new order form page which shows the different payment options available to the customer (this also includes e-signing for Pro users)
New cashflow pages for each of the payment options included on the project. Each page will show details of the payment type, the expected payback period and a projection of the cumulative costs and benefits of the project over the lifetime of the system.
The order that some pages within the Customer proposal are shown has changed