Difference between revisions of "Invoicing Donors"

Revision as of 09:36, 18 July 2007

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.
- 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.

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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.
-** 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).