Versions Compared

Version Old Version 22 New Version 23
Changes made by

Deanna Collia

Deanna Collia

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The following user guide will explain how to locate Installer Milestone Payments within the EverBright platform. Only certain users within a given organization will have access to view payments. See Step 1 to verify permission before giving details.

Info

  • Typically, milestone payments will process within 48 hours 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 and Tim Marchese with ticket details for further investigation.

...

Change the formatting from ‘general’ to ‘number’ and , set the decimal places to zero and click OK:

...

Payment to an installer for a particular invoice is the total of all transactions on the invoice (with claw-backs subtracted out). In the example above, there would have been a $40,912.62 payment for job Sandra Tanaka. However, there was also a claw-back on the same invoice/date for $30,548.76 for job Matthew Warner which resulted in a net payment of $10,363.86 payment to the installer

If an installer reaches out to support and states that their milestone has been approved, but they haven’t been paid…

...