Please enable JavaScript.
Coggle requires JavaScript to display documents.
Accounts Team (Process Sales (Check Trello Accounts Board for "Create…
Accounts Team
Process Sales
Check Trello Accounts Board for "Create Invoices"
Create Client Contact in Xero
Create Invoice in Xero
Email Receipt to Client
Receipt any Payments in Xero
Take Home Laybuys
Process the credit card according to the THL Payment Plan for the amount and date indicated
Enter payment into Xero
Issue a Receipt to Client through Save
Print out Receipt and attach EFTPOS docket and file in Sales Folder
Highlight payment on the THL form and then move paperwork to the next due date divider in folder
Every Month
Enter purchases into Xero
Stamp Invoices that have been paid
Stamp Invoices that have been entered into xero with the "entered" stamps
File in entered folder in the correct company slip
Every Week
Find Invoices that Match Transactions
NAB Credit Card
Zip Money
Paypal
Bartercard
Cindy Lee Credit Card
NAB Cheque Account
Find invoices that match deposits from clients
NAB Cheque Account
NAB Credit Card
Bartercard
Paypal
Sticky Tickets
Shootproof