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HEP: Installer Funding

Guidelines for Certified Installer funding

Updated over a month ago

Details & Timing

Timing:

  • Milestone funding: Twice a week

  • Processing cut off:

    Mon 2:31AM - Weds 2:30 AM ET Thurs Payment

    Weds 2:31AM - Mon 2:30 AM ET Tues Payment

  • Funding Date: Tuesdays/Thursdays

    • Disbursed via ACH: Timing may vary based on bank

    • Alternative funding days in case of bank holidays will be published in advance depending on schedule.

Documents Required:

  • W9

  • Bank Payment Authorization form

  • These documents are submitted during initial onboarding

Questions & Contact:

  • Primary Contact: Your LightReach Relationship Manager

This functionality will only be available to authorized Accounting Admin's for your organization. Click here for a quick video on this new feature!

Org Level View: Accounting Admin(s) have access to view the ADMIN -> PAYOUTS tab

  • This tab is confidential to Accounting Admin (AA) permissions only

  • Only existing AA users can grant new AA permissions within your org

Org Level View: AA users can view all queued and approved payments here.

  • Payments are triggered automatically via the LightReach portal

  • Each line is tied directly to a specific account, dollar amount, and org payment plan

Individual Account View: AA users can view the Funding tab on a customer account

  • This will detail the account's payment plan, milestone triggers, and dates

  • Sorting is optional. Most accounts will follow our normal, linear milestone triggers


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