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.
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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.
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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.