Smart Ease

Receive up-to-date repayment terms from within SolarPlus by integrating your account with Smart Ease via API.

• Set up the integration
• Set up the finance plans.
• Apply a loan/lease to a quote
• API limitations (from Smart Ease’s end)

Set up the integration

1. Contact Smart Ease to receive an API key.

2. In SolarPlus, go to More Settings > Admin > My Preferences > Integrations

3. Scroll down to the Finance Partners section, paste the API key in the field, and click update finance API

Set up the finance plans.

1. From the admin menu, click manage suppliers.

2. If SmartEase is not yet listed as a supplier, click Add supplier

3. Add SmartEase and set Company Type to Finance Provider.

4. In the Admin menu, click Manage Finance Plans, then click Add Item.

5. Enter the appropriate values for each plan type

Apply a loan/lease to a quote

1. On the specific quote, go to the bottom of the View Quote page

2. Select the required finance plan, then click Apply.

3. Once applied, a unique instance of that finance plan for that customer will be saved. If you update the finance plan and which to re-apply it, please select the non-specific finance plan and apply it to the quote.

API limitations (from Smart Ease’s end)

The Smart Ease API returns repayment values only for plans less than and including 7 years.

Exception: The API supports the 10-year plan only when the system retail price (ex-GST) is greater than $50k.