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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.

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  • 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 tag Zach Tannenbaum in the ticket for further investigation.

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  • Typically, milestone payments will process within 48hrs or 2 business days of the approval date.

If an installer reaches out to support and states that their milestone has been approved, but the status is still processing:

  • If a milestone payment has been approved but is still processing and more than 48 hours has passed, the installer may have a negative balance with EverBright. Example:

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  • The installer is expecting a payment for M2 approval in the amount of $34,394.16

  • The payment is still showing as ‘Processing’

  • In order to determine if the installer has a negative balance with EverBright, log in as the organization and filter the payments on ‘processing’

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  • The installer also had:

    • A workflow cancellation on 11/21/22 for $36,930.28

    • Clawback on M1 for an adjustment on this job of $5250.75

  • This means that the installer still owes Everbright $7,786.87