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Installer Funding Guide
Installer Funding Guide
Andrew - LR Product Ops avatar
Written by Andrew - LR Product Ops
Updated this week

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

Clawbacks:

  • LightReach reserves the right to cancel files which do not achieve NTP-to-Installation (M1) or Installation-to-Permission to Operate (m2) after 160 days. This is actively enforced.

  • Any prepaid (prior to installation) commissions may be netted out against M1 or M2 payments in the event of customer cancellations.

  • LightReach reserves the right to withhold or claw back funds to offset against egregious or intentional malpractice found with installations or sales.

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 various TABS for accounting to review.

  • Payments are triggered automatically via the LightReach portal

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

  1. Queued tab

    1. Unapproved batch of transactions that need to be reviewed by Accounting. Accounting will move status from pending to approved.

    2. Accounting can also remove and add transactions manually which is triggered by a payout event. The payout events (like a milestone approval) will happen regardless.

  2. Approved tab

    1. transactions that have been approved by Accounting and will be paid out on the following payment date (typically either Tuesday or Thursday)

  3. Unbatched Transactions tab

    1. Unbatched transactions are listed here if there is a payment hold on the installer org profile settings. Transactions will remain here until the payout hold is removed by Accounting.

    2. Another type of transactions listed this tab are naturally occurring payout events that have not been assigned to a batch yet. The Accounting team will typically assign these transactions to a batch Monday and Wednesday so they appear under the Queued tab ready to be reviewed.

  4. Invoice Needed tab

    1. These are Direct Pay approved projects that have been installed but LightReach has not received a finalized invoice. Invoice must be received by LightReach before a payment will be processed to partner

    2. As of 3/19/25 - New columns have been added to the Invoice tab . The updates here give increased visibility to both internal and external users to better target accounts they need to work with CED on so they can receive payment.

  5. All Transactions tab

    1. A comprehensive view of all transactions. New filters and a few additional columns to sort on. This tab includes all transactions that exist in the payouts system. EPCs will only see the transactions that belong to them

You can click on a transaction to view payment details:

A) Event Date - The date the project reached the milestone/payout event.

B) Payee - The org receiving the payout.

C) Account -The account name will be hyperlinked to the customer's project in the finance portal.

D) Payout Event - The milestone achieved

E) Status - Pending, approved

F) Amount - The amount to be paid out for that particular milestone.

G) Payment Plan - The amount is based on the payment plan that is active at the time the milestone was achieved.

  • A Payment Plan is what defines what portion of the overall project payout is released at any given milestone.

  • Each EPC's payment plan is set in their Channel Partner Agreement.

  • A Payment Plan is assigned to each Account.

  • EPCs will be able to see the Plan locked to any Account on that Account's funding page.

(H) Show Details button - Increased visibility into the history of a transaction

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

Payment Status Descriptions

  1. Pending - project has achieved a milestone, transactions not yet reviewed by Accounting

  2. Approved - project has achieved a milestone, transactions that have been approved by Accounting and will be paid out on the following payment date

    • In the future, there will be additional statuses for sent and paid transactions sent. For the time being, "Approved" statuses will be synonymous with Paid transactions.

  3. Historical Estimate -These transactions occurred prior to the funding automation. This transactions will be listed in the portal however the amount will be calculated as an estimate. Accounting Admins should check their historical remittance reports before escalating any questions/issues on payments paid before the automation (generally before December).

4. Open - project has achieved a milestone, project's transaction not yet assigned to a batch.

  • majority will simply be open because they just hit a milestone. It'll move forward soon

  • minority may be due to organization net negative or payment holds

5. Historical Adjustments - Manually created transactions by LR Payment Admins created to update historical estimates to match what payments were made in reality and inform future calculations.

  • These transactions true up the system's view of past transactions and what actually happened. This differs from “Historical Estimate” that is calculated by the system.

For Orgs Opted into CED Direct Pay: LightReach must have the finalized CED equipment invoice to issue payments.

  • Under most circumstances, CED will have already provided this

  • However, if an invoice is ever pending, CED must send this to LightReach in order for funding to occur.

  • In such cases, Installer should contact your CED representative to ensure the final invoice is sent. This automatically triggers clearance in the LightReach portal.

Proactively remove deals from CED at any time prior to CED shipping equipment

  1. If EPC enrolled is in CED program at the Org level, all their accounts will still default to being enrolled with CED when accounts are created, as they are today.

  2. But now EPCs can now self-serve:

    1. Proactively remove deals from CED at any time prior to CED shipping equipment to keep their pipelines in sync across LR and CED.

    2. Unblock payment on accounts held up for CED invoices that will never come because the EPC isn't using CED for that job. That blocked list is on the Payments "Invoice Needed" tab

3. If they click opt-out or opt-in, CED will be notified and the status will change on CEDs side too. If Opt-ed out, CED will bill EPC's account at CED, not LR.

Invoice Needed Tab Updates - External

All Tranactions Tab - External

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