Step-by-Step Guide: Customizing Financial Incentives in HelioScope

The video below will show you the different types of financial incentives that are available in HelioScope and how to customize them.

Steps to Create a Custom Financial Incentive

  1. On the left sidebar click Libraries then click Incentives to go to the Incentives Page
  2. Click the orange + New Incentive button on the top-right of the screen
  3. Edit the name of the incentive to something memorable (click next to the pencil icon to edit)
  4. Click the Incentive Type drop-down to choose the desired payment structure 
  5. Configure the incentive parameters (ex. amount and year of payment)
  6. Click Save

After completing the steps above you can now add your incentive to your project from the Overview page. Click the "Add Incentive" button and search for your new incentive.

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