Summary
We’ve updated EnergySage’s return policy to make the credit process more efficient. Starting in January, refunds will now be processed for the same month in which leads are returned, rather than for the previous month.
To ensure a smooth transition, January will be an exception, with credits applied for leads returned in both December and January. Going forward, refunds will no longer overlap across months.
This article will cover:
Updated policy (effective January 2025):
- Key Changes:
- You will be allowed to return 10% of leads delivered in each pricing category, but refunds will now be processed for the same month in which the leads were delivered.
- Example: If 67 leads are received in February, installers will receive credit for up to 7 returned leads on the February invoice instead of waiting until March.
- New Policy:
- You can return up to 10% of leads within each pricing category.
- Example: For leads delivered in Massachusetts (MA), New Hampshire (NH), and emerging markets, installers can return 10% of MA leads, 10% of NH leads, and 10% of emerging market leads for both states separately.
- Special Transition Period (January Only): You will receive credits for leads returned in January on the January invoice, as well as a separate credit memo for allowed leads returned in December. Heres what you can expect:
- December Credit Memo: In the last week of January you will receive a credit memo for leads your allowed returns in the month of December
- January Invoice: On February 4th you will receive an invoice containing both leads received in January, as well as the allowed returns in the month of January.
- Payment Receipt: By February 7th, the December credit memo will be applied to the January invoice, and the payment method on file will be charged for the remaining balance. You will receive a payment receipt showing the final amount.
Example invoice and credit memo:
Example December credit memo:
Example January invoice:
What action do you need to take?
- Nothing, this update will automatically apply to you! We encourage you to share this information with your team as you find appropriate
Where will you see this change?
- All invoices and credit memos will be sent to you via email from receivable@energysage.com and are visible in your NetSuite portal. For assistance navigating NewtSuite check our out article How to Use the NetSuite Customer Portal
Previous return policy (through December 2024)
- Previous Policy:
- You could be credited for up to 10% of the total leads in each pricing category and state delivered in the previous month.
- Example: If an installer received 67 leads in November, they are eligible to return and receive credits for up to 7 leads in December.
How to learn more
For assistance using NetSuite please see How to Use the NetSuite Customer Portal
For instructions on requesting returns see Returning leads
To help you keep track of your returns, please see the Lead Return Information section at the bottom of your custom insights dashboard.