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). | * 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. | ** If contact person is not in the database, enter it into the database. | ||
* Fill out a regular receipt for them including the dollar amount. | * Fill out a regular receipt for them including the dollar amount. | ||
− | ** Chose "invoice" under the payment method options. | + | ** 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. | ** 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. | * Print the receipt and give to the donor. |
Revision as of 17:59, 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.