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Introduction

Contractors will be allowed to submit invoices once a budget has been created in Salesforce and is set to status Approved. These instructions are intended for Portal User Contractors or External Stakeholders when submitting an invoice as part of the project budget.


Instructions

UI Steps
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UI Step

Log into Salesforce to access the Project Record.


UI Step

 Click on the Projects tab.

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UI Step

Select All from the view drop-down, then click the Project Name from list to access the specific Project Record. (Ensure that Project Record type is listed as Generic Project Management.)

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UI Step

Click on the Details tab within the Project Record, then click on the Project Invoice option.  

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UI Step

Click on New Project Invoice, or scroll down to an existing Project Invoice.

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UI Step

Review Invoice Summary andBudget Line Items.

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UI Step

Enter Current Invoice Amount under the NYSERDA and Cost Share fields and click Save.

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UI Step

Review Budget Line Items Current Invoice Amount then scroll down and select Continue. Or, click Edit to make modifications to the Invoice Amount.

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UI Step

Enter the same Current Invoice Amount under the NYSERDA and Cost Share fieldson Invoice Lines matching as the previous screen with Budget Lines. then scroll down to the description section and enter Customer Invoice #, Invoice Period From, Invoice Period To, & Invoice Notes. After inputting all the details select Save. Or, click Cancel to make modifications to the Invoice Amount.

UI Step

Review Invoice Line Items for Current Invoice Amount & Description then scroll down to Supporting Documents and select Manage Documents..

A supporting document must be attached to submit an Invoice. To submit Supporting Documents select Manage Documents.

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UI Step

A supporting document must be attached to submit an Invoice. Enter the Document Name & select Choose File

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Tip

A PDF must be attached, otherwise submission won't be accepted.

UI Step

Enter the Document Name, then click on Choose file to locate and upload a document from your computer.  

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UI Step

Click Save to submit the uploaded document. Document Status will then display as Submitted. If you uploaded the wrong file, click on the X to the far right of the document line item to delete the file.

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Tip

A PDF must be attached, otherwise submission won't be accepted.

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UI Step

Once Saved, click Previous BACK TO INVOICE  to return to the Invoice submission page.

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Review the Invoice Lines Items and Amounts, then add the Customer Invoice #, and Invoice Notes. Click Save when. complete.

UI Step
UI Step

On the Invoice submission page, click on Edit to edit the review all the details  Current Invoice Line AmountAmounts, add Customer Invoice #, and include Invoice Notes if needed.

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UI Step
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Invoice Period From, Invoice Period To, Invoice Notes & Supporting Documents. After inputting all the details select Save. Or, click Cancel to make modifications to the Invoice Amount. After validating that all the information is correct, click Submit. If changes are needed, click the Edit the Edit but instead to make changes to the Invoicethe Invoice.

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UI Step

After clicking Submit, the Invoice page will refresh and display Approved display Invoice has been submitted successfully with all the submitted details. as the Invoice status. Return to the Project Record, confirm that the Invoice appears in the Project Invoice section and has a Sent to Finance status.

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UI Step

Click Project Invoices on top of the page, and the recent Project  Invoices will appear with all the details and Sent to Finance status.

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