FlexTech: Invoicing

Once the Purchase Order has been executed, the Applicant can submit invoices through the NYSERDA Salesforce Portal

The Invoicing process contains three (3) 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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