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Add step to record CAD amount #323

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Add step to record CAD amount #323

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8054274
record CAD amount from QBO
dasanchez Nov 29, 2024
5dc082e
invoice ready notification
dasanchez Nov 29, 2024
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3 changes: 2 additions & 1 deletion Finance/sending-invoices.md
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Expand Up @@ -19,7 +19,7 @@ The process for collecting payments from clients is as follows:
* `Qty`
* `Rate (<currency>)`
* `Sales Tax`
* Notify the Finance WG that the invoice data is ready.
* Notify the Finance WG that the invoice data is ready, either via email or the finance channel in Matrix.

> Access to the `Financial Planning` spreadsheet is controlled by the Finance WG.

Expand Down Expand Up @@ -66,6 +66,7 @@ To create an invoice:
7. Click `Preview` and review the information. The calculated total must match the one from the `Financial Planning` spreadsheet.
* If this is the first time the client is being invoiced, the invoice must be reviewed by the project lead before it is sent out.
8. Click `Save and Send` to send the invoice to the client.
9. If the currency is other than CAD, enter the CAD amount from QBO in the `Amount (CAD)` column of the invoice entry in the `Financial Planning spreadsheet`.

## 3. Accounts Receivable on client invoices (Operations Coordinator)

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