STEP 1 Provide invoicing and payment contacts during orientation
Make sure Palmetto has the email addresses of your scheduling contact and all individuals who will be involved in invoicing and payment.
These individuals will receive a purchase order.
STEP 2 Palmetto will send you an email with the purchase order
You will receive the purchase order 3-5 days before installation with your base price for panel install.
You do not need to send Palmetto a purchase order or invoice.
STEP 3 Review the purchase order and reply all with any changes or additions
If you completed additional work for the installation or there is an error in
the PO, "Reply All" to this email within 24 hours of the completed installation.
STEP 4 You will be sent a revised purchase order within one business day
If you request updates to the purchase order, your Palmetto Installation Manager will approve the changes and you will be sent a revised purchase order via email.
STEP 5 Schedule and complete your inspection and provide proof of a passed inspection to your Installation Manager
Your Palmetto Installation Manager will update the project status to 'Inspection Complete.'
STEP 6 Track your payment in your Stampli account
Once the project is marked 'Inspection Complete' and the JCO process has been completed you will receive payment within 10 business days.
If you have any questions or concerns, reach out to your Installation Manager or [email protected].