Invoicing Donors

• Fill out a regular receipt for them, but do not include dollar amounts. (They aren't paying yet, and it will throw the till out of balance. This is their receipt for the gizmos donated, not the money.)
  • Verify their contact (billing) information.
  • Make sure the donor approves of the amount being billed (i.e. required and/or suggested amounts).
• Print 2 copies of receipt. (It is important to finish the receipt so we have a receipt number and a date.)
  • Give them a copy and say they'll be receiving an invoice.
  • Hand write the amount to be billed on our copy of the receipt. Write the word INVOICE on it.
• Put our copy of the receipt into Richard's mail slot, so he can create the actual invoice.
• To see what happens to our copy of the receipt, see Creating and Mailing Invoices