Invoicing Donors

• 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.