By default, Aurora treats cash as a straightforward full-system payment with no adjustments. However, you can configure a custom cash financing product that includes a price adjustment — a flat fee, percentage, or per-watt amount — applied whenever that cash product is selected in Sales Mode.
Common use cases:
- Adding a processing fee for credit card payments classified as cash
- Applying a promotional discount for full cash payments
- Adjusting the effective system cost for specific project types or market segments
In this article, we’ll cover:
How to create a custom cash product
- Go to Database in the left navigation menu and select Financing products.
- Click Add financing product.
- Enter a name, select a project type, and choose Cash as the financing type. Click Add.
The cash product panel opens. By default, Include price adjustment is off — this product behaves like standard cash. To add an adjustment:
- Turn on the Include price adjustment toggle.
Two additional fields appear:
Price adjustment type — Choose from: Flat (a fixed dollar amount), Percentage (a percentage of the total system cost), or Per watt (a dollar amount per watt of system size).
Price adjustment — Enter the value for your adjustment. The unit shown changes based on the type selected: $ for Flat, % for Percentage, and $/W for Per watt. Use a positive number to increase the price (surcharge) or a negative number to decrease it (discount).
- Click Save.
Note: The product name may be visible to homeowners in Sales Mode. Use a label that makes sense to them, such as "Cash", "Check/ACH", or "Credit Card".
Selecting a custom cash product in Sales Mode
Once created and enabled for your team, reps can select the custom cash product from the financing options in Sales Mode. The price adjustment is applied automatically to the system cost shown in the proposal.