PARTNER MANAGEMENT
INVOICING
Creating Invoices
Check LOA for pricing
Check Sugar to see what is paid already so you don’t create two invoices
Go to Student Contact
Find Student
Scroll down to module to create “opportunity”
Name as follows: Student ID Student Name HS Term-Length (XPL03718 Merle Wienrich HS August 10 month)
Drop down Partner name if not there already
Invoice status: New Opportunity
Insurance: Paid
Bill to: Partner
Program Fee: See LOA, minus orientation for any partners who ever choose ICO
Insurance Fee: 0
Additional Fee: we don’t charge add on fees until after placement
SEVIS Category-High School
Close Date: 30 Days
SAVE
Go to Opportunity
Copy the subject line
Scroll down to quote
Create Quote
Paste subject line so matches quote
Add line items (show more, plus sign for each one) ---DO NOT SAVE UNTIL ALL LINES ADDED!
Basic Fee- List Program, season, year, term (HS August 20 10 month, HS August 20 5 month)
Unit Price: See LOA
SAVE
Quote should auto-populate to the partner spreadsheet (check it!)
PRINT QUOTE (you will not normally need to do this, only if the automated system is down)
Go to Quote module, set filter to partner name
Check box on left side
Far right arrow drop down; choose Doc merge to PDF
Choose PAF invoice standard with comment log (second to last from bottom)
PDF will begin loading, save as file name but remove words “comment log”
Check LOA for pricing
Check Sugar to see what is paid already so you don’t create two invoices
Go to Student Contact
Find Student
Scroll down to module to create “opportunity”
Name as follows: Student ID Student Name HS Term-Length (XPL03718 Merle Wienrich HS August 10 month)
Drop down Partner name if not there already
Invoice status: New Opportunity
Insurance: Paid
Bill to: Partner
Program Fee: See LOA, minus orientation for any partners who ever choose ICO
Insurance Fee: 0
Additional Fee: we don’t charge add on fees until after placement
SEVIS Category-High School
Close Date: 30 Days
SAVE
Go to Opportunity
Copy the subject line
Scroll down to quote
Create Quote
Paste subject line so matches quote
Add line items (show more, plus sign for each one) ---DO NOT SAVE UNTIL ALL LINES ADDED!
Basic Fee- List Program, season, year, term (HS August 20 10 month, HS August 20 5 month)
Unit Price: See LOA
SAVE
Quote should auto-populate to the partner spreadsheet (check it!)
PRINT QUOTE (you will not normally need to do this, only if the automated system is down)
Go to Quote module, set filter to partner name
Check box on left side
Far right arrow drop down; choose Doc merge to PDF
Choose PAF invoice standard with comment log (second to last from bottom)
PDF will begin loading, save as file name but remove words “comment log”