Difference between revisions of "Invoicing Donors"
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− | * | + | * 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. |
− | ** Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts). | + | * Fill out a regular receipt for them including the dollar amount. |
− | * Print | + | ** 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. |
− | * | + | ** 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. |
− | + | * The invoice will be tracked electronically by the Beancounters. | |
− | + | ** There is no need to include a copy of the invoice when closing out the till; just make sure the donor receives it either via hand-delivery at the desk or via mail. | |
+ | |||
[[Category: Procedures]] | [[Category: Procedures]] | ||
− | [[Category: | + | [[Category: Donation Desk]] |
Latest revision as of 18:01, 8 July 2010
- 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 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.
- 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.
- The invoice will be tracked electronically by the Beancounters.
- There is no need to include a copy of the invoice when closing out the till; just make sure the donor receives it either via hand-delivery at the desk or via mail.