1. Apply initial deposit on SM proposal. Select “Enerbank” as the payment method and enter
50% of the total for the amount.
2. After the installation has been completed, request the final payment from Enerbank.
3. Upon receiving the final payment from Enerbank, add the payment to your SM invoice. DO
NOT ADJUST THE PRICE OF THE INVOICE IN SERVICEMINDER TO REFLECT THE FEE. Have
your bookkeeper adjust the invoice in your Quickbooks to reflect the financing fee.
4. Send the details to your bookkeeper about the Customer, Invoice #, Payment Received,
and Enerbank Fee.

Bookkeepers:
1. In QBO, post a payment on the customer account against the invoice for the received amount
directed towards Undeposited Funds. The date of the transaction should match the date it was
received.
2. Credit the remainder of the invoice in QBO (Enerbank fee amount) to close the invoice and have
the credit hit the Merchant Fees account as a finance charge.
3. Once the invoice is closed on both sides, the payment in the received amount should be sitting
in Undeposited Funds to deposit into your business bank account. The deposit recording this
payment should match the date the payment settled into your bank account and include any
other transactions included in the settlement amount (found in your merchant reports from
your credit card processor).