Updated for David's Refuge

This commit is contained in:
2023-01-03 10:25:52 -05:00
parent ab62f44606
commit 8feac0703f
+5 -4
View File
@@ -73,11 +73,12 @@ Customer Invoices
The following customers are Mission Matrix customers and may have credits that need to be applied before invoices can be sent:
* Pompey Community Church (only downstream is David's Refuge)
* Pompey Community Church (only downstream was David's Refuge)
* **UPDATE: David's Refuge is no longer a customer, so Pompey no longer receives discounts**
Next, check Reports | Memorized Reports | Customers | Open Credits and apply any available credits to outstanding invoices. Mission Matrix credits are calculated on the 15th of the first month of every quarter for the previous quarter. Details are slim: Open spreadsheet, follow examples
## BE SURE TO CHECK FORMSITE FOR UPDATED CC/ACH INFORMATION!
## BE SURE TO CHECK [FORMSITE](https://www.formsite.com/) FOR UPDATED CC/ACH INFORMATION!
## ACH Billing
@@ -126,7 +127,7 @@ Next, check Reports | Memorized Reports | Customers | Open Credits and apply any
## Credit Card Billing
Automatically billed through Intuit Recurring Payments
* Audioscience
* Baptist Resource Network - exp 01/2021
* NP Family Care
@@ -137,7 +138,6 @@ Automatically billed through Intuit Recurring Payments
## Manually bill these each month (same invoice total)
* BioDrill
* David's Refuge
* F&W Electric
* Labgrafix
@@ -147,5 +147,6 @@ Automatically billed through Intuit Recurring Payments
## Passwords
* Vitelity password is in KeePass
* Quickbooks Payment account: bitnetix / E..t
* Quickbooks Payroll Account: email is tax@bitnetix.com