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. | ||
* 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. Make sure the CRT box is checked to record monitor/s received. | ||
** Check the box next to word "invoice" | ** Check the box next to word "invoice" | ||
** 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). | ||
| − | + | * Print the receipt and give to the donor. | |
| − | * Print | ||
** Show them that it is an official invoice (will be written next to receipt number). | ** 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: Procedures]] | ||
[[Category: Front Desk]] | [[Category: Front Desk]] | ||
Revision as of 11:16, 19 August 2006
- 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.
- 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 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.