How to Edit Incentives

You're able to customize how incentives apply to your proposal, whether you want to toggle them on/off, hide them from the main page, or override the calculated amount. Click the links below to learn more about each different functionality: 

• Toggling Incentives
• Overriding/Editing an Incentive
• Hiding an Incentive

Toggling Incentives

There are two places on the proposal that incentives can be toggled on/off. The first is on the Finance page, next to the finance option selection. Any non-hidden incentives available to this proposal (state, utility, or company) will be displayed here.

To use an incentive, just tap the checkbox to the right of the incentive name. 

The second place to toggle incentives is from the 'Incentives' tab of the sidebar. This page will include all incentives available to the proposal, both hidden and unhidden. 

Overriding/Editing Incentives

1. You can edit company incentives in the proposal sidebar under the option 'Incentives'.
2. Open the dropdown for the incentive you'd like to edit. 
3. In the 'Override Value' box, enter the amount you'd like the incentive to be. 
   1. Keep in mind, that some incentives may have an override maximum that will prevent you from entering a value higher than a specific amount.
   2. If the incentive is toggled as "Hidden", you will not be able to override. 
      
      
4. Click 'Update'!
   

Hiding & Unhiding Incentives

Hiding an incentive will remove it from the Finance page, but will keep it visible in the sidebar. This can be useful when an incentive is not applicable to the customer you're working with. 

1. Open the proposal sidebar and open 'Incentives' tab.
2. Open the dropdown for the incentive you'd like to hide/unhide.  
3. To hide the incentive, check the 'Hidden' checkbox.
   
4. When an incentive is hidden, other options (selected and override) will be greyed out. To unhide an incentive, you'll have to uncheck the hidden button. 
   1. This will automatically select the incentive, so if you wouldn't like to use the incentive make sure to de-select it. 
      
5. Click 'Update'!

Watch Editing Incentives