To ensure compliance and protect all parties, customer approval is required before any funding can be released. This step confirms that the customer has verified the work completed and authorizes payment to the contractor.
Standard Process: Customer Approval via Portal
The preferred method of fund release approval is through the portal.
Installers can log in and send the request to the customer to provide electronic approval directly in the system.
Alternative Process if the Portal Cannot Be Used
We understand that, in some cases, customers may encounter issues with the fund release approval in the portal.
If a customer is unable to approve through the portal, the installer may instead upload an invoice signed by the customer to the project in the portal.
This signed invoice will serve as confirmation of the customer’s approval and allow us to proceed with releasing funding.
Key Reminder
Customer approval is always required.
Whether through the portal or a signed invoice, no funding can be released without documented customer authorization.
Summary: If there are technical issues with the portal fund release, upload a customer-signed invoice instead. This ensures we still have the required customer approval on file before releasing funds.