Invoicing Donors - Revision history

Valerie at 01:01, 9 July 2010

2010-07-09T01:01:33Z

2010-07-09T00:59:42Z

2009-05-14T00:49:02Z

Is this the current policy?

2007-07-18T16:36:09Z

updated to current database options

2006-08-19T18:16:40Z

2006-08-19T18:13:04Z

2006-08-19T17:21:01Z

2006-03-17T21:59:20Z

2005-10-02T18:43:37Z

2005-07-27T17:06:26Z

@@ Line 7: / Line 7: @@
 ** Show them that it is an official invoice (will be written next to receipt number).
 ** If the person making the drop off is not the donor (but instead is a courier), then mail the invoice to the donor.
 [[Category: Procedures]]
 [[Category: Donation Desk]]

@@ Line 1: / Line 1: @@
 * Verify their contact (billing) information and agree on an amount that they will pay (minimum is the monitor fees).
 ** If contact person is not in the database, enter it into the database.
 * Fill out a regular receipt for them including the dollar amount.
-** Chose "invoice" under the payment method options.
+** Chose "invoice" under the payment method options in the database.
 ** Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts). You can do this by giving them a call if the person delivering the hardware does not know.
 * Print the receipt and give to the donor.

@@ Line 1: / Line 1: @@
 * Verify their contact (billing) information and agree on an amount that they will pay (minimum is the monitor fees).
 ** If contact person is not in the database, enter it into the database.
@@ Line 9: / Line 11: @@
 [[Category: Procedures]]
-[[Category: Front Desk]]
+[[Category: Donation Desk]]

@@ Line 1: / Line 1: @@
 * Verify their contact (billing) information and agree on an amount that they will pay (minimum is the monitor fees).
 ** If contact person is not in the database, enter it into the database.
-* Fill out a regular receipt for them including the dollar amount.  Make sure the CRT box is checked to record monitor/s received.
+* Fill out a regular receipt for them including the dollar amount.
-** Check the box next to word "invoice"
+** Chose "invoice" under the payment method options.
-** Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts).
+** Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts). You can do this by giving them a call if the person delivering the hardware does not know.
 * Print the receipt and give to the donor.
 ** Show them that it is an official invoice (will be written next to receipt number).

@@ Line 1: / Line 1: @@
 * Fill out a regular receipt for them including the dollar amount.  Make sure the CRT box is checked to record monitor/s received.
 ** Check the box next to word "invoice"
 ** Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts).
-** Verify their contact (billing) information.
+* Print the receipt and give to the donor.
 ** Show them that it is an official invoice (will be written next to receipt number).
 [[Category: Procedures]]
 [[Category: Front Desk]]

@@ Line 1: / Line 1: @@
-* Fill out a regular receipt for them, but do not include dollar amounts. ''(They aren't paying yet, and it will throw the till out of balance. This is their receipt for the gizmos donated, not the money.)''
+* Fill out a regular receipt for them, but do not include dollar amounts. ''(They aren't paying yet, and it will throw the till out of balance. This is their receipt for the gizmos donated, not the money.)''  You should check the CRT box by the line where you enter the number of monitors.
 ** Verify their contact (billing) information.
 ** Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts).
@@ Line 5: / Line 5: @@
 ** Give them a copy and say they'll be receiving an invoice.
 ** Hand write the amount to be billed on our copy of the receipt. Write the word '''INVOICE''' on it.
 * Put our copy of the receipt into the cash drawer, so we can create the actual invoice.
 * To see what happens to our copy of the receipt, see [[Creating and Mailing Invoices]]