Submit Materials Invoice and Amounts for Direct Pay with Supply House

Step-by-step guide

Submit materials invoice &
amounts for Direct Pay

Once your NTP has been granted, follow this guide to submit your materials invoice and amounts to your supply house through the Skylight Lending portal and get your equipment order processed.

4

Sections

14

Steps

~10

Minutes

How this process works

NTP granted → Enter invoice amount → Select shipment date → Confirm supplier & branch → Submit → Under review → Approved

This step only becomes available after NTP is approved

The "Submit your material List and Amounts" button will not appear on the opportunity page until your Notice to Proceed (NTP) has been granted by Skylight Lending. Make sure all NTP documents are approved before starting this process. Processing and payment to the supply house takes 2–3 business days — plan your shipment date accordingly.

Section 1 of 4

Open the invoice submission form

2 steps

1

Navigate to the lease opportunity in the Skylight portal

Log into the Skylight Lending installer portal and open the specific opportunity for the customer whose NTP has been approved. You'll find the invoice submission option directly on the opportunity page.

2

Click "Submit your material List and Amounts"

Once NTP has been granted, this button will appear on the opportunity page. Click it to open the invoice submission form where you'll enter the materials amount, shipment date, and supplier details.

Don't see this button?

If the "Submit your material List and Amounts" button isn't showing, your NTP may not yet be fully approved. Go to Account Details and confirm NTP status shows "Approved" before proceeding.

Section 2 of 4

Enter invoice amount, shipment date & supplier info

7 steps

3

Click the "Amount" field

Click into the Amount field to begin entering the invoice total. This is the dollar amount that will be paid directly to the supply house for the equipment materials.

4

Type in the invoice amount

Enter the exact dollar amount from your materials invoice. This must match the invoice you'll upload — any discrepancy between the entered amount and the uploaded invoice can result in a rejection.

Match your invoice exactly

The amount you enter here must match the total on the invoice you upload. If they don't match, the supplier may reject the request and you'll need to resubmit with corrected information.

5

Click the "Requested Shipment Date from Supply Warehouse" field and select your desired date

Select the date you want your equipment to ship from the supply house. Plan ahead — processing and payment to the supply house takes 2–3 business days, so submit well before your needed ship date.

Plan for 2–3 business days

Skylight processes and pays the supply house within 2–3 business days of submission. Select a shipment date that gives enough lead time — don't choose tomorrow's date if you're submitting today.

6

Click the upload icon to attach your invoice

Click the upload icon to attach the materials invoice from your supply house. The invoice must be uploaded as part of the submission — it cannot be submitted without it.

7

Click the "Companies" field and confirm the correct supplier is selected

Verify that the correct supply house company is shown in the Companies field. This should match the preferred supplier you set up for this branch. If it's wrong, select the correct one from the dropdown.

8

Click the "Branches" field and confirm the correct branch is selected

Verify the correct supply house branch location is shown. This should match the preferred supplier branch you linked to your installer branch. Double-check this before submitting — a wrong branch will route payment to the wrong location.

Supplier not set up yet?

If the supplier or branch fields are empty or incorrect, you first need to add your preferred supplier to your branch location. Refer to the "Adding Preferred Supplier to Branch Location" guide before continuing.

9

Click "Submit"

Once you've entered the invoice amount, selected the shipment date, uploaded the invoice, and confirmed the supplier and branch, click Submit to send the request to the supply house for processing.

Section 3 of 4

If the supplier rejects the request — resubmit

3 steps

10

If the supplier rejects the request, click "Re-submit your material List and Amounts"

If there's an issue with your submission — such as an incorrect amount, missing invoice, or wrong supplier — the supply house may reject the request. The opportunity page will update to show a "Re-submit your material List and Amounts" button. Click it to open the resubmission form.

Check the rejection reason

Before resubmitting, look for any notes or comments about why the request was rejected. This will tell you exactly what needs to be corrected — don't resubmit the same information or you'll get another rejection.

11

Update the incorrect information — for example, correct the invoice amount

Fix whatever caused the rejection. In most cases this will be an incorrect amount, a missing or wrong invoice file, or an incorrect supplier/branch selection. Update only the fields that were wrong — leave everything else as is.

12

Upload the invoice and click "Submit"

Attach the corrected or updated invoice file, then click Submit to resend the request. The supplier will review the updated submission.

Section 4 of 4

Track review status & confirm approval

2 steps

13

Status will change to "Equipment Information Under Review"

After submitting, the opportunity status will update to "Equipment Information Under Review." This means Skylight Lending has received your submission and is processing the payment to the supply house. No further action is needed from you at this point — just wait for the review to complete.

Processing takes 2–3 business days

Once submitted, Skylight processes and pays the supply house within 2–3 business days. During this time the status will show "Under Review" — this is normal. Check back after a couple of business days for an update.

14

"Equipment Information Under Review" will show as completed once approved

Once Skylight has processed and confirmed payment to the supply house, the "Equipment Information Under Review" status will update to show as completed. This means the supply house has been paid and your equipment order is being processed for shipment.

Payment approved — your equipment order is on its way!

Once the status shows completed, Skylight Lending has paid the supply house and your equipment is being prepared for shipment on your requested date. Keep an eye on the opportunity page for any further updates as the project moves toward installation.

Need help? Contact Skylight Lending installer support

If you run into an issue not covered in this guide, reach out to the installer support team for assistance.