Get Invoice Rationalization

Completing the Invoice Rationalization is a crucial step for installation contractors to ensure proper documentation and faster approval processes. This guide provides clear, step-by-step instructions for filling out the form accurately and efficiently.

Follow the steps to complete your Invoice Rationalization form effectively.

1. Click the ‘Get Form’ button to access the Invoice Rationalization form and open it in your browser.
2. Fill in the 'Official Use Only' section with the Project ID as applicable.
3. Proceed to the 'Installation Information' section. Here, input your contractor company name, date of installation, distributor name, and the distributor branch location, including city and state.
4. Complete the 'Total installed cost' section by filling in the total amount, including all costs prior to the rebate.
5. Indicate the total number of outdoor and indoor units installed.
6. Provide detailed descriptions for each outdoor unit installed, including manufacturer, model number, and refrigerant added.
7. Under 'Contractor Signature Release,' sign the form to certify its accuracy. Include the contact person's email, name, and phone numbers.
8. Once all sections are completed, save your changes. You can then download, print, or share the form as needed.

Complete your documents online for a smooth submission process today.