Difference between revisions of "Who do we invoice?"
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| − | ''This is | + | ''This is an in progress page. 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. | This should be a policy. | ||
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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. | The remaining items could be a procedure that helps us implement the policy, but it's too many details for a policy. | ||
| − | + | ===How does the front desk know who to invoice?=== | |
| − | * | + | This 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. |
| − | + | ||
| − | * | + | ==How do we invoice them?== |
| − | * | + | * 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 under till tray, so we will know to bill from it. | |
| − | + | * To see what happens to our copy of the receipt, see [[Creating and Mailing Invoices]] | |
| − | + | ||
[[Category: Policy]] | [[Category: Policy]] | ||
[[Category: C7]] | [[Category: C7]] | ||
Revision as of 08:27, 18 July 2005
This is an in progress page. 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 does the front desk know who to invoice?
This 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.
How do we invoice them?
- 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 under till tray, so we will know to bill from it.
- To see what happens to our copy of the receipt, see Creating and Mailing Invoices