Difference between revisions of "Invoicing Donors"

Revision as of 10:21, 19 August 2006

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).
Print 1 copy of receipt and give to the donator.
- Show them that it is an official invoice (will be written next to receipt number).

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-* 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.
+* Fill out a regular receipt for them including the dollar amount.  Make sure the CRT box is checked to record monitor/s received.
-** Verify their contact (billing) information.
+** Check the box next to word "invoice"
 ** Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts).
-* Print 2 copies of receipt. (It is important to finish the receipt so we have a receipt number and a date.)
+* Print 1 copy of receipt and give to the donator.
-** Give them a copy and say they'll be receiving an invoice.
+** Show them that it is an official invoice (will be written next to receipt number).
-** Hand write the amount to be billed on our copy of the receipt. Write the word '''INVOICE''' on it.
-** If it's not already in the contact information, hand write the contact info for the person from the business who arranged the dropoff.
-* 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]]
 [[Category: Procedures]]
 [[Category: Front Desk]]