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This page outlines reminders and information needed for payments and provides instructions on how to review and approve Payments through Salesforce.


Log into Salesforce, then locate and access the correct Project Record.

Once in the Project Record, click the Details tab and review the EIN # in the Project Information section. Verify that the EIN # is correct. If not, please contact your Contract Manager (listed in the Portal) via email.

Email the Contract Manager with the designated Billing Contact name and their contact information. This individual will receive automated messages for Invoice Payments.

Sign up for Electronic Funds Transfer by completing this Form.

The EIN # listed in the Project Record should be the same EIN # used in the form.

Review and Approve Payments

When an Invoice Payment has been submitted through Salesforce, the Billing Contact associated with the Project Record will receive an automated email requesting review and approval. This email will contain a link that will navigate the Billing Contact to the appropriate screen in the Salesforce Portal.

Click the link within the email. You'll be directed to log into the Salesforce Portal.

Once logged in, you'll be presented with the Invoice Payment review and approval page. Review the payment information, using the Notes section on the bottom to document any notes you may have. Then click the Submit Payment Request button.

The page will refresh and display a banner along the top of the page stating This payment has been submitted.

The Invoice Payment will proceed to the NYSERDA Finance Team to be paid out.

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