Edit and publish a selling brand's agreement

Open: Retailer Settings → Documents. The Documents tab holds one brand’s agreement: the wording the customer reads and accepts when they sign, plus the details that appear on it. It edits the brand the Selling brand box has selected, so the agreement you are changing is always named in front of you.

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Who can edit and who can publish

The rule exists because the agreement is a promise the business makes. A draft is never an approval — the page says so under the editor: “Saved draft version: N. A draft is never an approval.” When you can publish, the editor tells you exactly what a save will do:

“Saving publishes immediately, so this wording is what customers receive. Every save is kept as a published revision below.”

When you cannot, you can still edit and save drafts — but the version customers receive is not published until the workspace owner or a developer publishes it.

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What the agreement contains

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Supplier and contact details

Legal name, Trading name, ABN, Business address, Contact email, Contact phone and an optional Website URL. On the original brand these come from ArcSolar Settings, so the card is read-only apart from the website — “Original legal and contact details come from ArcSolar Settings. Refresh a saved draft after changing those details.” Use Use current organisation details to pull the latest values into the draft. On an additional brand, type them: they are that brand’s own legal identity.

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Document email sender

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Appearance

For the original brand the card points at Branding — “Your original brand uses the organisation logos, colours and contract fonts in Retailer Settings → Branding. Approval captures their current version, so this editor keeps no appearance controls of its own.” For an additional brand you set Primary colour, Secondary colour, Tertiary colour, Logo on light background and Logo on dark background here, because they belong to that brand rather than to the workspace. Fonts for an additional brand are set from the Selling brands card’s Edit documents on the Branding tab; this page links you there.

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Agreement wording

The heart of the tab: The Markdown field supports “Headings, paragraphs, emphasis, links and numbered or bulleted lists”; HTML, images, code and templates are not supported. A live preview sits directly under it, so you see the rendered contract as you type, and Replace wording from a .md file imports the field’s content from a .md file — “Markdown imported into the draft. Save to retain it.” Where the workspace has older clauses on file, Replace wording with existing JBE clauses copies them into this unapproved draft for you to review.

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Finance terms

Tick Include approved finance terms to write the lender’s actual terms into the contract: Lender legal name, Lender ABN, Lender contact details, Finance terms, Annual interest rate (%), Credit assistance fee (cents), Monthly account fee (cents), Minimum loan (cents), Maximum loan (cents) and Available loan terms (36 to 120 months).

“Enter the lender’s actual terms and supported loan range. Finance offers require these details to be approved.”

Leave the box clear and the owner’s review reports “Finance offers are unavailable under this version.”

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Save a draft, then publish

The button at the bottom of the editor says what it will do: Alongside them: Contract preview, Discard edits and reload, and Close in the dialog form. Saving a draft reports the version it wrote and that it is not yet live: a saved draft reaches customers only once the workspace owner or a developer publishes it. At the top of the card, one line always states where the brand stands:

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If publishing is unavailable

An alert reads Owner status could not be verified — “You can still edit and save a draft, but publishing is unavailable until the page can confirm that you hold owner authority. Reload the page to retry.” The page fails closed: not being able to prove the actor holds the workspace owner’s authority (the owner, or a developer acting under it) is treated the same as not holding it, so no version is published on a guess.

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How a version is approved

The approval surface is in ArcSolar Settings → Customer documents → Approve brand documents. Administrators prepare drafts in Retailer Settings → Documents, and the workspace owner or a developer reviews the current sources and retains an approved version here. Approval does not enable multi-brand selling or change payment accounts. The flow:

1. Choose the Selling brand if the workspace has more than one.
2. Choose Prepare current draft review. The panel shows the supplier identity, the email sender, the retained fonts, the colours and logos, the payment terms the draft was prepared with, the rendered words, and the lender’s finance terms if present.
3. Choose Download direct-payment preview — and Download finance preview when the draft includes finance terms. Open them; the review says “Open it and review the layout, fonts and full agreement before approving.”
4. Tick the confirmation, which cannot be ticked until the previews have been downloaded:

   “I have reviewed the downloaded previews and confirm this supplier identity, assets, agreement and payment terms are authorised for this brand.”

5. Choose Approve this document version. Success reads “Document draft N approved and retained.”

The line above the button always states the last retained approval — “Latest retained approval: draft N, approved DATE. Changes to its sources may require a new approval before issuing.”

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Revision history and restoring a version

Published revisions lists “every version published for BRAND, newest first”, each row showing Draft N · date and Published by NAME. Its description states the important property:

“Restoring an earlier version publishes it as a new revision, so this history is never rewritten.”

To go back:

1. Choose Restore this revision on the row you want.
2. Read the confirmation: “The selected version is saved as the current draft and published as a new revision. Earlier revisions stay in the history, and customers receive the restored version once it is published.”
3. Choose Restore and publish — or Keep current version to back out.

The outcome is reported plainly: “Draft version N was restored and published.” If the restore saved but did not publish, the page says so and why rather than claiming success. An empty list is honest about itself: “No revision has been published for this brand yet.” A failure to load the history is reported as a failure to load, never as an empty history.

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Preview the branded contract

Contract preview sits with the editor and on Branding. It renders the brand’s saved draft — its logo, colours, retained fonts and agreement wording — through the real contract renderer, and the dialog states “A preview is never an approval.”

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Finance is the single source of truth

Three numbers on every direct-payment contract come from Retailer Settings → Finance & deposits, not from the document:

• the deposit limit as a percentage of the customer balance,
• the stock delivery payment percentage, and
• the installation window in weeks.

This is deliberate. The installation window is read from the workspace’s Finance settings at the moment the contract is rendered, so a change there reaches the next quote immediately — and nobody can quietly store a different window inside an approved agreement. A configuration saved before these settings existed falls back to the platform default, 2–6 weeks, which is what a fresh workspace also states. The contract words it in full:

“N–N weeks from receipt of the deposit and/or Solar Victoria approval, subject to stock availability.”

Keep that sentence’s meaning in mind if you shorten the window: the phrase is part of the wording the customer accepts. See Finance and deposits for the fields, and Prices per brand for what sits behind the amounts.

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When the tab has nothing to show

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Before you approve a version

• The legal name and ABN are exactly right. They appear on the customer’s contract and receipt.
• The trading name is the name customers know the business by.
• A logo is present for both backgrounds, in case any part of the document prints on the other one.
• The unsolicited-sale notice is filled in if it applies.
• The installation window on the preview matches what your Finance settings say, because that is what the next quote will promise.
• The finance terms match the lender’s current offer, if finance is offered at all.

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Related

• What a selling brand is
• Branding
• Which settings screen do I want?
• Selling brands FAQ