CashFlow
Collect payments, create invoices, and track every payment from checkout to final balance.
What is CashFlow?
CashFlow helps your team collect customer payments, create invoices, and keep payment records connected in OpenSolar.
Use CashFlow to:
- Collect deposits, progress payments, and final balances
- Create standalone payment requests and invoices
- Add Direct Payment instructions for bank or offline payments
- Use Stripe-powered online payments in supported markets
- Offer cards, wallets, and bank transfers where available
- Keep payment and invoice status visible to the team
Why Pros use CashFlow in OpenSolar
Let customers move from proposal acceptance to a branded payment step without sending them to another process.
Create invoices, send automated payment reminders, and keep payment records tied to the job.
See what’s requested, paid, unpaid, or refunded across every job.
What comes with CashFlow?
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OpenSolar checkout
Let customers move from proposal acceptance to the next payment step in a branded, mobile-friendly checkout flow.
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Flexible payment options
Offer Direct Payments, credit cards, debit cards, Apple Pay, Google Pay, bank transfers, and other methods based on your market and setup.
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Stripe-powered online payments
Use Stripe in supported markets to collect online payments and keep connected payment records in OpenSolar.
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Payment requests and invoices
Request deposits, progress payments, final balances, standalone payments, and invoice-based payments.
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Payment status tracking
See requested, paid, unpaid, refunded, and changed payments across jobs.
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Accounting and back-office records
Keep payment and invoice records tied to the job, with accounting connector support where available.
How it works
Set up Direct Payments and integrated online payments based on your market and workflow.
Choose the deposit, progress payment, final balance, standalone payment, or invoice you want to collect.
Check payment status, invoice records, fees, payouts, and accounting details in OpenSolar.
What the Pros have to say
FAQs
CashFlow helps solar pros collect customer payments, create invoices, and track payment status in OpenSolar.
After accepting the proposal, customers can review the payment option and complete the next payment step.
CashFlow can support Direct Payments and integrated online payments. Available methods depend on your market and setup, and may include credit card, debit card, Apple Pay, Google Pay, bank transfer, and other supported methods.
Direct Payments let your team add payment instructions, show them to customers in checkout, and track bank transfers or payments made outside OpenSolar.
Direct Payments are designed to be quick to set up. Add payment instructions, then start tracking payments in OpenSolar.
CashFlow uses Stripe for integrated online payments in supported markets. Other payment providers may be used in some markets.
Yes. Existing BlueSnap customers can continue using CashFlow during the transition.
Yes. CashFlow can support deposits, progress payments, final balances, standalone payment requests, and invoice-based payments.
Yes. CashFlow can support invoice creation, payment records, and accounting connectors.
Yes. CashFlow shows payment status in OpenSolar, including requested, paid, unpaid, and refunded payments.
CashFlow can show fee and payout details where supported. Surcharge settings depend on your market, provider, and account setup.
OpenSolar checkout can include system choice, finance, signing, and payment steps. CashFlow supports the payment step.
