Vendor Setup & Payment Process

Vendor Setup- EFT Only

Invoice Process

1. Create job in SF and schedule

2. Email work order to vendor (use email template if appropriate)

   1. If they are not listed under tech's, you need to input them as a vendor (see First Time setup)

3. Receive Invoice and input as expense into job Vendor (Due)

• • Attach receipt/invoice

  • If they accept credit card, pay invoice with your company credit card and put it as Vendor (Paid).

  • ** Pay invoices as you can when you get them with credit card** Only mark Vendor (Due) the invoices that you can not pay with credit card so that payment can be set up on Friday.

4. Complete Job

• • Confirm with Project Contact work is satisfactory

5. Create RP Invoice (with 10% markup)

• • Use template "Invoice (Fixed Bid)" for invoices with Vendor only charges

  • With the 10% mark up be sure to mark it as Vendor (Paid)

Payment

This happens every Tuesday (Meg)

• • Vendor (Due) category gets checked and payment is set up to hit bank accounts (if provided on Friday).

  • Change expense type to Vendor (Paid) after payment is setup