Log into Salesforce to access the Project Record.

 Click on the Projects tab.

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.

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

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

Review Invoice Summary andBudget Line Items.

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

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

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.

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. Enter the Document Name & select Choose File to locate and upload a document from your computer. 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.

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

On the Invoice submission page, review all the details  Current Invoice Line Amounts, Customer Invoice #, 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 but instead to make changes to the Invoice.

After clicking Submit, the Invoice page will refresh and 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.

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