Simplify Your Finances with Our Deposit Invoice Template for NPOs

Deposit invoice template for NPOs

okay so I'm gonna show you how to process a credit card when it comes in for a deposit create the invoice and just register everything that's there so this right here is going to be an email I'm gonna take this information and copy paste it into pipe job and it will be set as an activity for you so basically what will happen is in your activities list you will get um just like this book you will get all this information here um okay so to process this we could see here it's Peter than mewhen so we're gonna go to QuickBooks and we are going to um we're gonna say or I'm sorry we're gonna create a new invoice so in QuickBooks we go up here to the plus sign we're gonna go to invoice he's an existing customers his information is going to pop up right away and given that information doesn't pop up you'll need to use the information that we have in the pipes like their email address and their phone number address and everything and get it added so his pulls up right away we're going to take out the terms of net surfing because you can tie the client this event is on let's check in the pipe search whatever that is okay so he's August 17th so I'm going to go back to the date due date will be the same event date be the same then we are gonna go to will err so we can look up what exactly it is that we quoted him for and when you that you want to hit the preview button because if you hit the the other button we've accepted it it will just show you like audit trail this way if you hit this you can see what it is we quoted him for so we can enter that information in Tuolumne invoice so - shirtless large numbers from 1 to 9 p.m. I am going to add here and then you're gonna go over here and you're gonna hit save now the information that was in the pipe is gonna have the payment information and it will be attached to the deal so ok some have this information in here and it'll be attached to the deal so to pop right up when you enter that information what you want to do is take this payment I need yes and also look to see how much the payment amount was for and it's $200 so we're gonna go back to products and we're gonna hit receive payment when we do this we have to change the payment date every single time to whatever the date that the card was processed oh so it doesn't show that for you on here so I will make sure that I include that when I put the task in I can see over here that I receive this email on July 3rd so we will go ahead back to QuickBooks - sorry this payment date was July 30 that's the date that we received it payment method is going to be stripe and they'll be every single time reference number is going to be that payment ID that you copied and pasted from before the two will be chase checking every single time amount receipt if you need to update because it's two hundred dollars and then we're gonna head save and new will then close that then we need to go back to sales to customers - Peter okay so here's invoice is to nine to five to six so we need to go back into pipedrive we're gonna go to deals we're gonna go to Peter first off we're going to mark this as one because steel is 1 so we've completed everything that we needed to do we're going to add an activity to this deal and it's going to be a new order and we're gonna put in the invoice number just double check that - 9 2 5 6 so we'll go back to height - 9 - 5 6 that's the new order even lives in Santa Barbara you will put Central Coast if you're not sure where you can ask me or look at map and then we're going to change who that's a sign - to the virtual scheduling system and then it will show that it's linked to the deal everything if and we'll hit save and that's how you process the deposits and creating an invoice for those