Financial Plans

The Financial Plans module allows you to add, edit, view, and manage various financial plans for solar projects.

Accessing Financial Plans

• Navigate to the Solar > Settings > Financial Plan section from the left menu.
• A list of existing financial plan will be displayed with details such as:
  • Plan Name
  • Plan Type
  • Interest Rate
  • Term (Months)
  • Monthly Payment
  • Total Amount
  • Status
    

Add a Financial Plan

• Click the + Add Financial Plan button at the top.
• Fill in the following details:
  • Plan Name – Enter the name of the plan.
  • Plan Type – Choose the plan type (e.g., financing, lease, loan, PPA, cash).
  • Interest Rate – Input the interest rate for the plan.
  • Term (Months) – Enter the duration of the plan in months.
  • Monthly Payment – Define the monthly installment.
  • Total Amount – Enter the total payable amount.
  • Currency – Select the applicable currency.
  • Status – Set the plan as Active or Inactive.
  • Description – Provide a short explanation of the plan.
• Click Save to create the plan.

Edit a Financial Plan

• In the Financial Plan list, click the three-dot menu under the Action column for the desired plan.
• Select Edit.
• Update any of the details:
  • Plan Name, Plan Type, Interest Rate, Term, Monthly Payment, Total Amount, Currency, Status, or Description.
• Click Update to save changes.

View a Financial Plan

• Click the three-dot menu under the Action column.
• Select View.
• The system displays detailed plan information including:
  • Plan Name
  • Plan Type
  • Interest Rate
  • Term (Months)
  • Monthly Payment
  • Total Amount
  • Status
  • Description
  • Created Date

Delete a Financial Plan

• Click the three-dot menu next to the financial plan.
• Select Delete.
• Confirm the deletion when prompted.