Open the Google Sheets invoice template file provided by Exactus Energy.

Locate the tab at the bottom of the Google Sheets file.

In the Invoice Date Range (cell F9), double-click to select the actual payment period for which you are invoicing. This will automatically update the tab name making it easier to save for further review and references.

Keep in mind the invoice must be submitted at least 3 business days (Monday-Friday, non-holidays) before the actual payment date.

Ensure your name and billing address are updated. If the address shown is incorrect, contact the Field Operations Team to revert this.

1. For new surveyors, we will ask you to ensure you share your address accordingly during the onboarding process. If you notice a mistake, reach out to the team for further assistance.

If applicable, you may include your business name in cell range B15.

Note that the survey and mileage information is connected to our database and should match your current MSA. If not, contact support for updates for clarifications. 

Date of the Survey: Double-click in the cell you'll start writing to open the calendar option and select the date of the survey. If preferred, you can manually set the date (MM/DD)

Survey Type: Select the survey type from your calendar invite (E.g. HYBP, External Only, Thermal, etc.)

Survey Scope: Select the scope of the survey (e.g., Full Survey, Internal Only, External Only) based on the calendar invite.

If you are onboarded for Thermal surveys, ensure you select the number of surveys received in the proposal.

Copy and paste the address; the survey rate will be automatically pulled based on the survey type and scope selected.

Mileage: Manually enter the mileage from your home base to the survey site. For multiple surveys in a day, only enter mileage for the furthest address. Select round trip only if scheduled for one survey in a day.

Refer to the mileage calculation formula in the "Getting Started With Solar" welcome email or contact support for clarification.

Travel disbursement will be calculated automatically based on mileage and round-trip options.

For tolls, add the paid amount and include the receipt in the "Receipts for Tolls + Additional Costs Approved by Exactus" section.

If you were offered an overnight stay or a relocation for a couple of days, you will add this information to this section as well.

If a special agreement is in place, use the Special column to add the difference between the current total and the agreed amount. Ensure the total matches the agreed value.

Right-click on the updated Special cell and add a comment to explain the adjustment.

Check the total of your invoice (cell P120).

Fill out the additional notes section if needed.

Add your signature and select the date you are signing the invoice.

If no additional reimbursements are needed, your invoicing process is complete.

Go to the Google Sheets options, select "File," and choose "Download" as a PDF.

Ensure you are on the actual invoice sheet before exporting.

Attach the PDF to your regular invoice email.