How to Process Sunlight Financial Change Orders

Follow the steps below to process a change order for a proposal financed with Sunlight Financial.

Step 1: Scroll down to the financing section of the proposal and select “Unfinalize” on the finance card.

Step 2: The button changes to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 3: Scroll back up to make your design updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage. 

Step 4: Post the completion of your updates, scroll back down to the financing section of your proposal.

Step 5: Select your new product and click “Add Loan”.

Step 6: A new quote will be added next to your original quote.

Step 7: Click “Finalize” on your new quote.

Step 8: The finalize button will turn yellow and read “Unfinalize”. You can now send out the new contract docs for your customer to sign digitally, completing the change order process.