Invoicing - Revision history

Sam at 20:01, 29 February 2024

2024-02-29T20:01:26Z

Sam: /* Types of Invoices */

2024-02-15T19:12:53Z

Types of Invoices

Sam: /* After Invoicing: */

2024-02-14T18:03:02Z

After Invoicing:

Sam: /* Technology: */

2024-02-14T18:02:38Z

Technology:

Sam: /* Types of Invoices */

2024-02-14T18:02:15Z

Types of Invoices

Sam: Created page with "Use [http://18.207.158.143:8080/index.php/Administration Adminstration] to go back to the Main Administration Page == Invoicing Process at PHR Enterprises == This page outli..."

2024-02-14T18:01:23Z

Created page with "Use [http://18.207.158.143:8080/index.php/Administration Adminstration] to go back to the Main Administration Page == Invoicing Process at PHR Enterprises == This page outli..."

New page

Use [http://18.207.158.143:8080/index.php/Administration Adminstration] to go back to the Main Administration Page

== Invoicing Process at PHR Enterprises ==

This page outlines the invoicing process at PHR, encompassing various invoice types, roles involved, and best practices.

=== Roles Involved ===
*Office Manager: Oversees the entire invoicing process and ensures accuracy and timely delivery.
*Admin/Clerical: Creates invoices based on templates and gathers relevant information.
*Accounting (verification): Reviews and approves invoices for accuracy before sending.

===Types of Invoices===
*Regular Invoice: Issued for standard services based on opportunities.
*Demo Invoice: Free invoice for demonstration services (of 1 TR) provided to High Value Clients (HVC).
*Installment Invoice: Sent in 3-month increments for clients on payment plans.
*PARC Invoice: Includes a standard invoice with either a congratulations message or an offer for a new PARC agreement.
*Cold Weather Repairs Invoice: Requires two separate invoices. The first invoice is sent when the temporary repair is completed and the client is billed for the full amount. The second invoice is sent in spring after the final repair is completed and it is a zero dollar invoice. Three sets of images are shared with the client (before images, temporary repair images and final repair images.
*Remedial Invoice: This is a zero dollar invoice documenting rework on a failed repair.
*Strategic Partner Invoice: Created for out-of-scope work done with 3rd party companies.
*Deferred Payment Invoice: Issued for work completed with delayed payment terms (30-60 days).

===Templates:===
Each invoice type has a dedicated template for consistency and efficiency.
PARC invoices offer an additional option for congratulations or a new PARC agreement proposal.

===Technology:===
CRM: Used for tracking opportunities, clients, and service details. Main platform for invoice creation, management, and payment processing.
Quickbooks Online (QBO): Invoice created from CRM is uploaded to QBO and used for online payment processing.
QBO Integration: Ensures smooth data flow between CRM and QBO.
Third Party Provider (Nexus): Invoice created from CRM is uploaded to Third Party Provider and used for online payment processing.

===Detailed Process:===
A comprehensive [[step-by-step guide]] with screenshots will be developed on this page soon. Stay tuned!

===After Invoicing:===
*Payment methods: The following payment methods are accepted by Pothole Repair.
Online: Credit card link or Quickbooks Online (QBO) payment option.
Checks: Accepted and processed promptly.
ACH: Electronic payments for faster processing.

*Past Due Accounts:
Net 10 days policy applies (or as per client agreement).
Late payments incur a penalty fee added to the original invoice.

===Credit Card Processing:===
Embedded credit card link information.
Updates provided regarding vendor changes for seamless transactions.

===Dos and Don'ts:===
*Do:
**Use the correct template for each invoice type.
**Double-check all information for accuracy before sending invoices.
**Communicate clearly with clients regarding payment terms and expectations.
**Follow up promptly on past due accounts.
*Don't:
**Send invoices without proper approval.
**Mix up client information or payment details.
**Ignore past due accounts without pursuing resolution.

Please note: This page is currently under development and will be updated soon with the detailed process guide and additional information.

Use [http://18.207.158.143:8080/index.php/Administration Adminstration] to go back to the Main Administration Page

← Older revision		Revision as of 20:01, 29 February 2024
Line 1:		Line 1:
−	Use [http://18.207.158.143:8080/index.php/Administration ~~Adminstration~~] to go back to the Main Administration Page	+	Use [http://18.207.158.143:8080/index.php/Administration Administration] to go back to the Main Administration Page

	== Invoicing Process at PHR Enterprises ==		== Invoicing Process at PHR Enterprises ==

@@ Line 14: / Line 14: @@
 *'''Demo Invoice:''' Free invoice for demonstration services (of 1 TR) provided to High Value Clients (HVC).
 *'''Installment Invoice:''' Sent in 3-month increments for clients on payment plans.
-*'''PARC Invoice:''' Includes a standard invoice with either a congratulations message or an offer for a new PARC agreement.
+*'''PARC Invoice:''' Includes a standard invoice with a congratulations message.
 *'''Cold Weather Repairs Invoice:''' Requires two separate invoices. The first invoice is sent when the temporary repair is completed and the client is billed for the full amount. The second invoice is sent in spring after the final repair is completed and it is a zero dollar invoice. Three sets of images are shared with the client (before images, temporary repair images and final repair images.
 *'''Remedial Invoice:''' This is a zero dollar invoice documenting rework on a failed repair.

@@ Line 35: / Line 35: @@
 ===After Invoicing:===
 *Payment methods: The following payment methods are accepted by Pothole Repair.
-Online: Credit card link or Quickbooks Online (QBO) payment option.
+**Online: Credit card link or Quickbooks Online (QBO) payment option.
-Checks: Accepted and processed promptly.
+**Checks: Accepted and processed promptly.
-ACH: Electronic payments for faster processing.
+**ACH: Electronic payments for faster processing.
 *Past Due Accounts:
-Net 10 days policy applies (or as per client agreement).
+Net 10 days policy applies (or as per client agreement). Late payments incur a penalty fee added to the original invoice.
 ===Credit Card Processing:===

@@ Line 25: / Line 25: @@
 ===Technology:===
-CRM: Used for tracking opportunities, clients, and service details. Main platform for invoice creation, management, and payment processing.
+*Pothole Repair CRM: Used for tracking opportunities, clients, and service details. Main platform for invoice creation, management, and payment processing.
-Quickbooks Online (QBO): Invoice created from CRM is uploaded to QBO and used for online payment processing.
+*Quickbooks Online (QBO): Invoice created from CRM is uploaded to QBO and used for online payment processing.
-QBO Integration: Ensures smooth data flow between CRM and QBO.
+*QBO Integration: Ensures smooth data flow between CRM and QBO.
-Third Party Provider (Nexus): Invoice created from CRM is uploaded to Third Party Provider and used for online payment processing.
+*Third Party Provider (Nexus): Invoice created from CRM is uploaded to Third Party Provider and used for online payment processing.
 ===Detailed Process:===

@@ Line 11: / Line 11: @@
 ===Types of Invoices===
-*Regular Invoice: Issued for standard services based on opportunities.
+*'''Regular Invoice:''' Issued for standard services based on opportunities.
-*Demo Invoice: Free invoice for demonstration services (of 1 TR) provided to High Value Clients (HVC).
+*'''Demo Invoice:''' Free invoice for demonstration services (of 1 TR) provided to High Value Clients (HVC).
-*Installment Invoice: Sent in 3-month increments for clients on payment plans.
+*'''Installment Invoice:''' Sent in 3-month increments for clients on payment plans.
-*PARC Invoice: Includes a standard invoice with either a congratulations message or an offer for a new PARC agreement.
+*'''PARC Invoice:''' Includes a standard invoice with either a congratulations message or an offer for a new PARC agreement.
-*Cold Weather Repairs Invoice: Requires two separate invoices. The first invoice is sent when the temporary repair is completed and the client is billed for the full amount. The second invoice is sent in spring after the final repair is completed and it is a zero dollar invoice. Three sets of images are shared with the client (before images, temporary repair images and final repair images.
+*'''Cold Weather Repairs Invoice:''' Requires two separate invoices. The first invoice is sent when the temporary repair is completed and the client is billed for the full amount. The second invoice is sent in spring after the final repair is completed and it is a zero dollar invoice. Three sets of images are shared with the client (before images, temporary repair images and final repair images.
-*Remedial Invoice: This is a zero dollar invoice documenting rework on a failed repair.
+*'''Remedial Invoice:''' This is a zero dollar invoice documenting rework on a failed repair.
-*Strategic Partner Invoice: Created for out-of-scope work done with 3rd party companies.
+*'''Strategic Partner Invoice:''' Created for out-of-scope work done with 3rd party companies.
-*Deferred Payment Invoice: Issued for work completed with delayed payment terms (30-60 days).
+*'''Deferred Payment Invoice:''' Issued for work completed with delayed payment terms (30-60 days).
 ===Templates:===