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Procedure

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


Log into Salesforce as a Contractor to access the Project Record.

 Click on the Projects tab.

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

Click on the Details tab, then click on the Project Invoice tab.  

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

Review Invoice Summary, and Budget Line Items.

Enter Current Invoice Amount under NYSERDA and Cost Share and select Save.

Review Current Invoice Amount then scroll down and select Continue. Or click Edit to make modifications to Invoice Amount.

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

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

Enter Document Name then click on Choose file to upload document. 

Click on Save to submit uploaded document. Document Status will then display as Submitted. (Click on X to delete file)

Click on Previous to return to Invoice submission page.

Click on Edit to edit the Invoice Line Amount, add Customer Invoice #, and Invoice Notes.

Review Invoice Line Amount, Customer Invoice #, and Invoice Notes. Then click Save.

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 Approved as the Invoice status. Return to the Project Record and confirm that the Invoice appears in the Project Invoice section and has a Sent to Finance status.

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