What are line item charges that will appear on the invoice (i.e. room rental fee, custodial fee, application fee)
100
Who can create manual invoices?
What are Site Admin II (for their location only) and Admin
100
Who can add FUFs?
What are Administrators and Site Admin I and II
100
What are three ways a dollar amount can be associated with a charge type?
What is:
1. When creating a manual invoice, you can add amount to title
2. When creating a FUF, you can "add charges"
3. By using fee tables
200
How can you change the classification of a charge? Why would you?
What is -- go into charge type, below charge type description, there is a box for classification type. This is used to categorize your charges for easy access in billing and reporting (will not appear on invoice).
200
What is a term? What are some examples of terms?
What is a term is the amount of time before payment is due, starting with the invoice date. Some examples are New 30, Net 60, Net 90, Pay upon receipt, etc.
200
What are limitations for Fee tables?
What is Fee tables can only be used when organization types are area types are set up. They also cannot recognize or distinguish a difference in holiday, practice, rehearsal, overtime, after hour events. Your only chance is weekday or weekend.
200
How do you apply deposits?
What is: enter on invoice OR on Facility Use Fees
a. If you update deposit, it updates on Invoice and FUF
200
List 2 types of Batch Invoicing.
A. Manually batch generate invoice by going to: Invoices --> Shortcuts --> Manually Batch Generate Invoice
B. Mass generate all by going to Account Setup --> Generate Invoices
300
How do you apply additional charges (one charge to ALL events)?
What is in the FUF.
In submitted (at least) schedule --> Shortcuts --> Facility Use Fees --> Choose "Use Predefined Fee Tables" --> Add additional charges --> Apply to all events!
300
Can you invoice for a cancelled event?
What is No, but you can switch it to approved activated (turn off notifications) and create the invoice, then switch it back to cancelled.
300
What two fields do we recommend when using fee tables?
What is Organization types and Areas
300
How does something appear in "Waiting to be Invoiced"?
What is to make it appear in "Waiting to be invoiced" you have to choose someone from the drop down by "responsible for billing" on the schedule.
400
How can you get one charge listed on all events (2 ways)?
1. Add charges on the FUF page and check "apply to all events"
2. Change the quantity on the line item to match the number of events (finance people don't prefer this).
400
What are two ways to use manual invoicing to charge for multiple events?
What is
1. Manually Adding line items and adjust the quantity foor # of events
2. FUFs - use predefined fee tables, add additional charges, apply to all events, then change back to define fees by event so no fee tables are used
400
What is the best way to handle estimates?
What is Check the "yes, allow requesters to request this charge type and quantity" in the actual charge type, so requesters can see the charge.
400
How do you edit payments?
What is Payment can be edited and/or deleted by selecting payments under Information and Analysis section of the Home Page -- then, click on red dollar amount.
400
What states can a schedule hold in order to create an invoice?
What is Approved Pending and Activated
500
What are the 2 most commonly recommended charge classifications?
What is Facility Use and Personnel
500
Where does copy fees come from?
What is FUF
500
What are 3 ways to make payments?
What is
1. Add payments at the bottom of the schedule: "Add New Payment"
2. "Post Payment" on the invoice section of the invoice.
3. "Post Payment" at the bottom of the invoice under the Balance Due
500
What email notifications go out related to invoicing?
What is None - unless using Generate Invoices on Account Setup