Difference between revisions of "Who do we invoice?"

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''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?'''
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{{Policy Header
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| PolicyName = Who do we invoice?
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| notes =
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}}
  
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* Who do we invoice?
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== Policy ==
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This should be a policy.  
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Anyone can be invoiced. We currently don't check credit. We encourage people to pay via cash, check, or credit/debit card rather than us invoicing them.
  
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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. [[User:Rfs|RfS]]
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''This was decided at a C7 meeting on October 14, 2006.''
  
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The remaining items could be a procedure that helps us implement the policy, but it's too many details for a policy.
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==How do we invoice them?==
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See the procedure for [[Invoicing Donors]].
  
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* How do we invoice them?
 
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*# Get their contact (billing) information.
 
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*#* Do '''not''' include any dollar amounts when creating the receipt. They aren't paying yet, and it will throw the till out of balance.
 
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*# Print 2 copies of receipt.
 
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*# Give them a copy and say they'll be receiving an invoice.
 
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*# Keep a copy and write INVOICE on it. Put in till.
 
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*#* 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.
 
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*# Invoicer gets the invoice, enters it into Gnucash and generates the invoice and mails it.
 
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*# When payment comes in see [[Receiving and depositing money]]
 
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* How does the front desk know?
 
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** 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.
 
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* What do they do?
 
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** (See above.)
 
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This information needs to be widespread, but before we can spread it wide, we need to make it up.
 
  
 
[[Category: Policy]]
 
[[Category: Policy]]
 
[[Category: C7]]
 
[[Category: C7]]
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[[Category:Accounting]]

Latest revision as of 18:37, 6 July 2010

Who do we invoice?: '
List of Policies - Policy Development


Policy

Anyone can be invoiced. We currently don't check credit. We encourage people to pay via cash, check, or credit/debit card rather than us invoicing them.

This was decided at a C7 meeting on October 14, 2006.

How do we invoice them?

See the procedure for Invoicing Donors.

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