Who do we invoice?

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?
  1. 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.
  2. Print 2 copies of receipt. (It is important to finish the receipt so we have a receipt number and a date.)
  3. Give them a copy and say they'll be receiving an invoice.
  4. Keep a copy and write INVOICE on it.
     • 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.
     • Put the receipt in the till.
  5. See Creating and Mailing Invoices
• 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.)