Invoicing for Staging

Use these steps to invoice Clients/Agents for staging services, while tracking invoices and payments.

# Google Drive

1. Find most recent invoices generated and Click on More actions

2. Click on "Make a copy"

# Google Docs

3. Open the Copy you have made, and make the following updates: 

• Title of Document at Top (New Invoice # - Address - Staging”)
• Date of Invoice
• Invoice Number
• Name/Address of Person you are invoicing 
• Under “Payment Terms” add in address, and change payment terms to “Immediate”
• Description: Add in address, and dates for staging (start date, and 60 days from start date)
• Amount ($1500 for under $1million, $2000 for over $1million)
• Ensure that the HST calculates and totals at the bottom of the invoice

4.  Highlight the entire invoice 

5. Click on File & Print

6. Click on Print and choose “Selected Cells”, and then NEXT.  Print to PDF.   Save into the Listing Document File.

7. Log into Lonewolf - go to 8.4.1

8. Find the profile you are charging (Agent’s file, or Client Reimburseables if client is being invoiced)

9. Click “Add Entry”

10. Complete details (27 is the staging code, fill in Invoice #, address in the comment section, date, and amount)

Click “Apply”

12. Email Invoice to Agent/Client & Wait for payment

13. When Payment Received, go to Lonewolf and click on 8.4.4 & find profile (Agent or Client Reimbursables)

14. Enter in all details of payment

• Payment Type (Cheque or EFT)
• Amount of Payment
• Date
• Click on “Allocate Expenses”

15. Find invoice you are making the payment for, and enter amount & Click on “Post Amounts”