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 and request 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, go to My Business > Suppliers

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

3. Add Smart Ease and set Company Type to Finance Provider.

4. Still in the Admin menu, go to My Business > Finance Plans, then click Add Plan.

5. Enter the appropriate values for each plan type, as below:

Rental 

Name: Smart Ease Rental

Finance Type: Rental

Supplier: Smart Ease

Setup Fee: 0

Annual Fee: 0

Finance Terms: 7 (you can adjust it on an individual quote)

Interval: Monthly

Deposit: 0

Loan

Name: Smart Ease Equipment Loan

Finance Type: Chattel Mortgage

Supplier: Smart Ease

Setup Fee: 0

Annual Fee: 0

Finance Terms: 7 (you can adjust it on an individual quote)

Interest Rate: 0% (The API will check the current interest rate from Smart Ease when you apply the loan to a proposal in order to calculate the repayments).

Interval: Monthly

Deposit: 0

Apply a loan/rental to a quote

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

2. Select the required finance plan, adjust the Finance Terms and deposit if required, then click Apply.

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

 

API limitations 

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 $200k. Payment Plan terms up to 10 years are also available for schools of an size. Please refer to your Smart Ease Sales Director if your customer is a school.