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.
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.
If an installer calls in and inquires about their payment information, here’s what to do:
1.) Do they have approved 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:
2.) Finding the milestone payment status in the operations phase of a specific job
a. Select the appropriate project from the Sighten Pipeline.
b. Select the Operations tab from the vertical ribbon on the left side of the page.
c. Under Milestone 1, select Installer Payments.
d. A new window will open showing a breakdown of payments per milestone.
The Payment Status is shown on the far right column. This column will provide a date when a payment has been made.
3.) Alternatively, you can run a Payment Report to pull data from multiple jobs and dates
Among the selection of available templates, is a payments report. The payments report will pull job details, installer payment status, and the date the payments have been made. This will be useful if an installer needs to cross-reference a payment with their projects in the pipeline. To generate a payment report, select Reports from the horizontal ribbon at the top of the page. Next, select New Report. From the New Report window, there is a template drop-down list. Select Payment Report.
Once the Payment Report has been selected, the user will be prompted to choose a date range as well as pick from a list of metrics to run the report against(choose Site Last Updated). Click Run Report to generate the payment report. Please note that the org will need to have had payments within the specified date range for anything to populate.
Also note that the report takes time to run so be careful on the date range selected to limit the processing time.
Once generated, the user can export the report in CSV format and delete any columns not useful to them.
4.) 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 payments report and select only the date that matches the SAP payment date. All the jobs and details included in that payment will be included in the report and the total should match.
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.