Create a Detailed Invoice Template for NPOs Effortlessly

Detailed invoice template for NPOs

so my name is Patrick Yurgosky I'm the president of the company Yurgosky key we are an expert data analytics company focused on making data easy to collect it's easy to understand and useful to drive a deeper connection between our clients and their constituents so we help our clients understand who their constituents are what are the touch points that they have with them so what's the eleven point experience that they want their constituents to have and then what's the technology that they need and the data that they need to generate that experience so from there what we do is we build and configure technology to facilitate that connection and we do this by creating some of the most advanced products on the market today can download some of them on the app exchange but then a lot of them we build custom for our clients with our amazing partners partners such as charging a little bit about Jewish kids groups it was started in 2012 and their mission is to educate inspire children in a way that feels more like summer camp engaging the joys of Jewish identity learning and friendship and so jkg engaged us to implement Salesforce and so the project overall the goals were to one better engage constituents over email to we need to track student attendance carpool pickups enrollments things like that three we need to manage employee records for we needed better data analytics for quality assurance and program delivery and then five and this is what we're gonna talk about today is managing billing and invoicing we took that information you see in the screenshot you can actually go in create a record manually to put in your billing information credit card number bank account number and so on and we have some triggers behind the scenes that utilize some charge' apex methods that they published that goes to authorized.net grabs the for that payment formation saves it back into that record and then removes all this instead of material the second we actually used the student registration the registration cost in an apex class that we wrote that then creates what we call household hold invoice line items I'll talk about that in a moment we have that looking up at charge of orders and so a charge of order is really defined by these household line items these household white line items serve the second purpose this is the second control so before the credit card gets billed we now have the invoice and jkg staff can edit those household line items the costs themselves to make sure that the credit card will be charged right and also it's another layer of review before the card gets charged the these actually look up to a charger order and so the charge on order I'm out if we were to go in and modify the amounts of these line items the charge on order we reflect that to give the organization a time to review the charger order we're actually using the sergeant's batch process and that they are one-time scheduled payment so about a week after this gets generated we have the orders that will actually get pushed out and charged so results the next steps we actually went live with this last month was very successful we ended up reducing number of invoices over 400% if you think about all the different households with multiple children and just kind of aggregated up we saved over one full time employee their time on invoicing because they were able to not have to process so many refunds or partial refund spaced on the data they had they had no significant invoicing errors so they had a less back-and-forth with their customers in the end last month charge at work great at processed over $100,000 for their team were really in big development right now for their salesforce communities what they're doing is allowing their customers to log in to see what classes their students are enrolled at to modify that enrollment to see their invoices to change their credit card payment preferences again just to reduce the volume of support going to the jkg team with that I mean charge that's been a great solution for them and thank you again for letting us come out and speak about it