Create a Receipt / Invoice

1. Go to Customer Invoices folder

2. Copy the invoice template to the relevant folder ("month year" on Google Drive): https://docs.google.com/spreadsheets/d/1A7T6MUdUZ_p5RCLKmAp4D4kM410cwOYe47kA7DBJNEk/edit#gid=790763898

3. Rename to 'Focus on Force Receipt: NAME' e.g. Focus on Force Receipt: Simon Holler'

4. Ensure that the company name at the top is 'Focus on Force' (not Boost Online Marketing)

5. Update the date to today's date

6. Update the invoice number to : YYMMDDXX where XX is a sequential number

7. Update the Name and Address (if applicable) Details

8. Update the Description to include the Products purchased

9. Check the total is correct

10. Save a PDF by File -> Download as PDF document

11. Email the customer the PDF

- Make sure that the line '* Salesforce certification training and coaching service' is added (as well as the * right after the product name)

- If the invoice request does not include the course(s) they want the invoice for, please go to Users in wp-admin and search for their account.

Reply to the customer:

"Hi xx

Please find attached your requested invoice."