Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'

From the main menu, open the“Manage Projects” dropdown and click“Projects”. Select your project from the list.​

Scroll down your project details page to find the "LightReach Finance Status" tab. Note:A newPTO Greenlight Approval statushas been added to theFinance Statussection for projects using LightReach. This milestone must be completed before activation can be submitted, ensuring that PTO approval is confirmed and providing an added layer of compliance and project oversight. Note: ALightReach Clawbackwarning banner will appear in the project view if60 dayshave passed since the installation package was submitted and the activation package has not been initiated. This banner will display a clawback warning along with the number of days remaining until the project enters clawback (which occurs115 daysafter installation package submission).If activation is not approved byDay 115,the job will be considered"Clawed Back."This warning helps project managers stay proactive and avoid delays that could impact financial and operational outcomes. Note:LightReach milestoneshave been enhanced to provide greater visibility. For bothInstall PackageandActivation Package, rejected and resubmitted statuses are now supported. Rejection reasons are shown as flags, and atimestamp is displayed when a package is resubmitted, making status tracking clearer and more transparent.

💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.