Difference between revisions of "Who do we invoice?"

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''This is a in progress. It will be discussed at a staff meeting, possibly ammended, and then recommended to the Community Council for approval.'' '''Thoughts anyone?'''
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{{Policy Header
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| PolicyName = Who do we invoice?
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| notes =
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}}
  
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* Who do we invoice?
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== Policy ==
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This should be a policy.  
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Anyone can be invoiced. We currently don't check credit. We encourage people to pay via cash, check, or credit/debit card rather than us invoicing them.
  
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My thoughts: Maybe we invoice any organization, unless they've got unpaid outstanding invoices? (Over a certain amount owed?) Maybe we want to check them out before we allow them to get an invoice? I think the basic thrust should be that we want to invoice folks that need an invoice in able to be able to pay. Being able to invoice individuals might be a good idea in the case where someone doesn't have the cash to pay -- though taking credit and debit cards will help with that. [[User:Rfs|RfS]]
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''This was decided at a C7 meeting on October 14, 2006.''
  
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The remaining items could be a procedure that helps us implement the policy, but it's too many details for a policy.
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==How do we invoice them?==
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See the procedure for [[Invoicing Donors]].
  
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* How do we invoice them?
 
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*# Get contact information and print up 2 copies of receipt.
 
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*# Give them a copy and say they'll be receiving an invoice.
 
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*# Keep a copy and write INVOICE on it. Put in till.
 
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*# Invoicer gets the invoice, enters it into Gnucash and generates the invoice and mails it.
 
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*# When payment comes in see [[Receiving and depositing money]]
 
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* How does the front desk know?
 
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** Depends on how loose we want the policy to be. If it's pretty tight, we could maintain a list. If it's fairly loose, we could just ask to see some ID.
 
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* What do they do?
 
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** (See above.)
 
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: Kathy says: Just a reminder on how to invoice Businesses or Non-profit Orgs. First create the receipt WITHOUT a dollar amount.  Print two copies.  Give one to client and one goes under till draw.  Make sure the client approves of the amount being billed.  i.e. required and/or suggested amounts.  Hand write that amount on a note and attached to receipt that is put under till tray. This tells Oso how much to invoice.  DO NOT put dollar amount on receipt, as this put till out of balance.
 
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This information needs to be widespread, but before we can spread it wide, we need to make it up.
 
  
 
[[Category: Policy]]
 
[[Category: Policy]]
 
[[Category: C7]]
 
[[Category: C7]]
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[[Category:Accounting]]

Latest revision as of 18:37, 6 July 2010

Who do we invoice?: '
List of Policies - Policy Development


Policy

Anyone can be invoiced. We currently don't check credit. We encourage people to pay via cash, check, or credit/debit card rather than us invoicing them.

This was decided at a C7 meeting on October 14, 2006.

How do we invoice them?

See the procedure for Invoicing Donors.

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