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 payments. See Step 1 to verify permission before giving details.
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The Payment Status is shown on the far-right column. This column will provide a date when a payment has been made.
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**Milestone payment structures vary between orgs. If the payment structure only indicates two milestone payments, the organization’s payment structure is set up that 100% of the payments are paid out between M1 & M2:
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3.) Alternatively, you can run a Payment Report to pull data from multiple jobs and dates
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