Difference between revisions of "Who do we invoice?"
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Revision as of 17:59, 8 July 2005
This is a in progress. It will be discussed at a staff meeting, possibly ammended, and then recommended to the Community Council for approval. Thoughts anyone?
- Who do we invoice?
This should be a policy.
My thoughts: Maybe we invoice any organization, unless they've got unpaid outstanding invoices? (Over a certain amount owed?) Maybe we want to check them out before we allow them to get an invoice? I think the basic thrust should be that we want to invoice folks that need an invoice in able to be able to pay. Being able to invoice individuals might be a good idea in the case where someone doesn't have the cash to pay -- though taking credit and debit cards will help with that. RfS
The remaining items could be a procedure that helps us implement the policy, but it's too many details for a policy.
- How do we invoice them?
- Get their contact (billing) information.
- Do not include any dollar amounts when creating the receipt. They aren't paying yet, and it will throw the till out of balance.
- Print 2 copies of receipt.
- Give them a copy and say they'll be receiving an invoice.
- Keep a copy and write INVOICE on it. Put in till.
- Make sure the client approves of the amount being billed (i.e. required and/or suggested amounts). Hand write that amount on a note and attached to receipt that is put under till tray.
- Invoicer gets the invoice, enters it into Gnucash and generates the invoice and mails it.
- When payment comes in see Receiving and depositing money
- Get their contact (billing) information.
- How does the front desk know?
- Depends on how loose we want the policy to be. If it's pretty tight, we could maintain a list. If it's fairly loose, we could just ask to see some ID.
- What do they do?
- (See above.)