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FlexTech: Invoicing
Info
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Once the Purchase Order has been executed, the Applicant can submit invoices through the NYSERDA Salesforce Portal. 

The Invoicing process contains four three (43) separate pages. Review the information in the blue box at the top of the page. It provides high-level guidance and requirements that may be necessary for you to complete each page.

  • Fields marked with a red asterisk ( * ) are required and must be completed before you can move on to the next page. 
  • Fields with thesymbol contain helpful field guidance and instructions that appear as tooltips when hovering your cursor over the symbol. The information in these tooltips ensures you provide the correct information. Not all fields contain this symbol.
  • Fields with thesymbol is an expandable field.
  • Clicking Save at the bottom of any page will save your progress (if all required fields have been completed) should you be unable to complete the agreement in one sitting.
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titlePortal Access


UI Steps
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UI Step

Navigate to the NYSERDA Salesforce Portal and login.

UI Step

Once you are in the Salesforce Portal, click on the Projects tab.

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UI Step

Select the Project Record for which you want to submit an invoice. 

Tip
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Applicants can only invoice projects showing an Approved status with an executed Purchase Order.

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UI Step

Within the Project Details page, scroll down and click on New Project Invoice. 

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Info
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Once in the New Invoice, read the instructions in the blue boxes at the top of the screen and the lower right of the screen.

UI Steps
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UI Step

Enter the Current Invoice Amount.

Tip
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In the Description section, the Invoice # and Invoice Notes are recommended.

In the Invoice Notes, please indicate the date range for when work was conducted relative to this invoice. Please enter a remit to address if it is different from the Billing Address listed above.

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UI Step

Click Save to progress to the next step.

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Aura - Tab
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UI Steps
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UI Step

Review the information you have submitted so far. If you need to make any changes, click Edit to fix any misinformation. 

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UI Step

Select Manage Documents at the bottom of the screen.

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Aura - Tab
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UI Steps
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UI Step

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. 

Tip
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You must include the correct document name with the document file. 

If you need to pause the invoicing process to collect the required documentation as one PDF file, you may close the page and return later. You will find the initiated Invoice Draft Status in the Project Invoices section on the Project page, which can be accessed from your Salesforce Portal page.

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UI Step

Click Save.

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UI Step

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.

Tip
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You can click the X button under Action to upload a new PDF if needed.

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UI Step

Click Back to Invoice to review the Invoice Record.

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UI Step

If the Invoice Record is correct, click Submit to submit the Invoice.

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UI Step

The window will show if the Invoice has been submitted successfully. 

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Aura - Tab
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Info
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The Invoice will be submitted to the NYSERDA Finance Team. They will have 30 business days upon receipt on a business day to process the invoice. 

UI Expand
titleInvoice Resubmission
Info
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The Project Manager may request any additional information needed to approve the invoice. If an invoice is denied, you may resubmit the invoice, once appropriate, by following the above steps.


FlexTech Home Page


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