How to Setup a Solar Loan Product

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ByZoom Apps

Added in Version 0.37

Overview

  • In this article, we’ll describe how to set up a Solar Loan Product in the system.

Setup a Solar Loan Product

  1. From the Main Menu, scroll down to CONFIGURE and click Products.
  2. Set up a new ITEM type product for the Solar Loan and fill out the Wholesale Cost and Sell Price.
  3. Scroll over to the Repayable Loan Term and input the number of months for the loan term.
  4. When this product is used on a Quote, the system will increase the payback period and add a new line to the Year to Year Cash Flow.
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