FlexTech: Invoicing
Navigate to the NYSERDA Salesforce Portal and login.
Once you are in the Salesforce Portal, click on the Projects tab.
Select the Project Record for which you want to submit an invoice.
Within the Project Details page, scroll down and click on New Project Invoice.
Enter the Current Invoice Amount.
Click Save to progress to the next step.
Review the information you have submitted so far. If you need to make any changes, click Edit to fix any misinformation.
Select Manage Documents at the bottom of the screen.
Type in the Document Title in the Document Name box then click Choose File to upload the required PDF document, that includes all requested materials listed in the blue box at the top.
Click Save.
Once you have attached the required document, you will see the attachment title listed under Recently Uploaded Document. You can click the document to verify it is the correct document.
Click Back to Invoice to review the Invoice Record.
If the Invoice Record is correct, click Submit to submit the Invoice.
The window will show if the Invoice has been submitted successfully.