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New in September 2025

We’re excited to introduce several powerful updates to Easy PV that enhance financial modelling, battery management, and customer proposals.
  • You can now configure flexible payment options and financing for your projects
  • Model the financial benefits of charging batteries from grid or discharging batteries at peak times

Please note that these features are currently in BETA - please contact our support team if you encounter any issues.

Manage payment and finance options

ThisYou featurecan isnow configure flexible payment options for your projects and make it easier than ever for your customers to move forward with their install. 

  • Pay-in-full options - Include deposits and stage payments tied to specific project milestones.

  • Finance/loan options -  Add details of financing plans available to your customers.

Once set up, choose which options to include in BETAyour projects via the Financial Task. These will appear in the customer proposal, complete with tailored cashflow and payback pages.

Refer to the guides on the easy-pv.co.ukEasy sitePV -help ifportal youto encounter any issues please contact our support team for help.

We're rollingfind out new functionality that will allow youhow to set upconfigure payment and finance options forvia your projects.
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Once configured, you can select which payment options to include for each project via the Financial Taskprojects. 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).

We recommend reading the full user guides to understand how to use this new functionality: LINK ###, LINK ###

Battery managementmanagement: benefits: model chargingcharge from or discharginggrid/discharge 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 modelModel the financial benefits of chargingsmart battery management for reduced payback periods and dischargingimproved batteriesreturn to/fromon theinvestment grid.

Iffor your customercustomers.

will
    be
  • on a time-of-use tariff or smart tariff, you can configure the times the batteries should charge

    Charge from thegrid gridduring off-peak hours (fore.g. example,overnight)

    overnight

  • Discharge 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 exportinghigher energyexport to the grid).rates

Configure theSet charge/discharge times viain the Consumption Task.Task, and Easy PV will then forecast how muchannual energy flows and financial returns. The financial benefits of battery management  will also be charged/dischargedincluded throughout the year and the likelyin financial benefits. To include these benefitsprojections in the financialFinancial projectionsTask ofand the project, you can select the new consumption methodreflected in the FinancialCustomer Task.Proposal.

The

Refer additional benefits will be displayed withinto the customer proposal and the additional benefits will be includedguides on the cashflow/paybackEasy PV help portal to find out how to configure Battery Management for your projects

Customer Proposal report enhancements

To support these new features, we’ve updated the Customer Proposal with new pages and other enhancements:

  • Financial Overview Page - Summarizes key financial benefits, including battery grid interactions.

  • Order Form Page - Displays available payment options and supports e-signing (Pro users only).

  • Cashflow Pages - One for each payment optionoption, you've included for the project (see below for more info about changes to the customer proposal).

    We recommend reading the full user guides to understand how to use this new functionality: LINK ###, LINK ###

    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:showing:

    • A new

      Payment financialtype

      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

      Expected payback period

      and a projection of the cumulative costs and benefits of the project over the lifetime of the system.

    • Lifetime cost/benefit projections

Note: The order thatof some pages within the Customer proposal are shownpages has changed for an improved information flow.

We’re excited to see how these new features help you deliver smarter, more flexible solar solutions. As always, your feedback helps shape what comes next - so don’t hesitate to reach out.
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