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.
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 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.
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.
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.
Processing time to generate the report is based on the file size. If an installer is having trouble generating the report, try downloading a report for a shorter time period.
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.
When downloading and opening the report in Excel, the invoice number defaults to scientific notation. To change this, right click on the column labeled ‘installer_payment_line_item_invoice_number’ and select format cells:
Change the formatting from ‘general’ to ‘number’, set the decimal places to zero and click OK:
This will change the column to show the full invoice number. Then the user can search and filter by the invoice number:
If an installer reaches out and says that they received less money than they were expecting, this could be due to a claw-back. Filter either on invoice number or date paid to generate a list of transactions for a single invoice. Hide/delete the unnecessary columns so that just the amount, contact name, address, invoice number and payment date are left:
Check to see if there were any claw-backs on the invoice:
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.