Financing Option

1. Accessing Financing Option Types

From the left sidebar menu, go to Settings → Financing Option Types.
A list of existing financing options will be displayed with columns for: # – Serial number of the entry.
Name – Financing option name.
Description – A short explanation of the option.
Action – Options to Edit or Delete.

Click the + Add button at the top.
The Add Financing Option Type form will open.
Enter the following details: Name (Required) → Example: Cash Purchase, Lease, Green Loan.
Description → Short explanation of the financing option.
Click Save to add the new financing option.

In the Action column, click the three dots (…) beside the financing option you want to update.
Select Edit.
The Edit Financing Option Type form will appear.
Modify the Name or Description as needed.
Click Update to save changes.

In the Action column, click the three dots (…) beside the financing option you want to remove.
Select Delete.
Confirm the deletion when prompted.

Note: Once deleted, the option cannot be recovered.

Power Purchase Agreement (PPA): Third-party owns system, customer pays for power.
Cash Purchase: System purchased outright with cash.
Lease: System is leased.
Community Solar: Shared solar project financing.
PACE (Property Assessed Clean Energy): Financing tied to property taxes.
Green Loan: A Loan for green energy projects.
Home Equity Loan: A Loan secured against home equity.
Solar Loan: A Loan designed for solar installations.