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Payment schedule and financing in the proposal

For cash, the price page shows a deposit at signing and the rest in three stages as the work gets done. For a loan, it shows the lender, the financed amount, the rate, the term and the monthly payment instead.

The price page answers the customer’s first question after “how much” — “and when do I pay?”

Cash: paid in stages

The page says “One price for the complete system, paid in stages as the work gets done.” Payment schedule lists the steps — the standard schedule is:

StepPayment
Contract SignatureA $1,000 deposit
Site inspection—
Permits and Applications30% of the rest
Installation & Connection50% of the rest
Final Connection20% of the rest
Monitoring—

Each step shows its dollar amount. “Due upfront” in the payment card is the deposit.

Loan

The page says “No money upfront: one monthly payment covers the system.” The payment card shows the loan product and the lender, the financed amount and program benefits where they apply, the APR, the term and the monthly payment. “Final loan terms are set in your loan agreement.”

Changing the schedule

Your own deposit and stages can’t be set yet — proposals use the standard schedule. If your contract uses a different schedule, tell the customer, and see What Cali-Graf doesn’t do yet.

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