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Cash or loan

In Price & settings, choose how the customer pays. Every account has Cash. Loan programs appear only for companies whose lender is set up in Cali-Graf; for those you also pick the product and type the amount from the lender’s quote.

The payment changes what the customer sees: a cash price and payback, or a monthly loan payment next to the bill with solar.

Cash

Open Price & settings and choose Cash under Payment. The result shows System cost, Payback and 25-year savings; the proposal shows the price and the payment schedule.

Loan

Loan programs are set up per company, with the lender’s products and rates. When your company has them, more choices appear next to Cash:

  1. Pick the loan and the product

    Choose the loan program, then the product — the term and rate — in Product.

  2. Type the financed amount if asked

    Some programs ask for Total financed amount (Concert quote) — copy it from the lender’s quote. Under it, Cali-Graf shows the program benefits: the system price minus the financed amount.

With a loan, the result shows Loan payment, Bill + payment and 25-year savings after all loan payments.

What you seeWhat to do
Enter the total financed amount from the Concert quote.Type the financed amount before you make the PDF.
More than the system price …The financed amount can’t be more than the system price. Check the quote and the price.

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