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 |
|---|
|
...
If an installer calls in to inquire about their payment information:
...
Do they have
...
approval to 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.
...
Once you have validated that the contractor or sales rep has access to the operations phase, you can then proceed with the following steps to provide them with installer payment information.
Here are two approaches:
...
Finding the milestone payment status in the operations phase of a specific job
a. Select the appropriate project from the pipeline.
...
This modal will provide a date when payments (and any claw-backs) have been made as well as the status of payments.
...
...
How to run a Payment Report to pull data from multiple jobs and dates
Log in as the Organization and click on the settings (gear icon) at the top of the toolbar. From there, click on the payments tab from tool ribbon on the lower left side of the screen. This will bring up all payments/claw-backs for the Organization. There is a filter option that can be used to search for a specific workflow or job status.
...
The report is automatically generated in CSV format and can be opened in Excel.
...
Installer is confused by a payment they’ve received by EverBright because the amount doesn’t match any particular job or expected milestone payment - i.e. “what’s included in my recent EverBright payment?”
Solution: Run a payment report and open it in Excel. Filter the sheet on either the invoice number or the date paid.
...
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 to the installer
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.