The following user guide will explain how to locate Installer Milestone Payments within the EverBright platform. If an installer has a question regarding their payment amount, the Installer Payments page will be useful as it will provide a breakdown of payments per milestone. Or, they can run a Payment Report in the reporting section. Only certain users within a given organization will have access to view this information. Or, they can run a Payment Report in the reporting sectionpayments. See Step 1 to verify permission before giving details.
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If an installer calls in and inquires about their payment information, here’s what to do:
1.) Do they have approved access to this information?
Review their permissions to determine if they have access to the operations phase. If not, re-direct the installer or sales rep to an org admin or operations phase manager, within their organization. See the figure below.
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Solution: Run a payments report and select only the date that matches the SAP payment date. All the jobs and details included in that payment will be included in the report and the total should match.
If an installer reaches out to support and states that their milestone has been approved, but they haven’t been paid…
Typically, milestone payments will process within 48hrs or 2 business days of the approval date. If it has been more than 2 business days since their milestone approval and their payment status is still in processing, support should contact Andrew Schwartz with ticket details for further investigation.