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Custom Work Charges worth $1K and above

Training Objectives/Goals

At the end of this session, you will understand how to go about invoicing and payment collection for custom work valued at $1,000 and above.

Overview

Occasionally, clients request custom work in addition to their original purchase, and we ensure they are billed accordingly. To make invoicing and payment collection more efficient, we are introducing a new streamlined process.

Old Process:

• Credit card authorization forms were sent to clients via Google Docs.

New Process (Effective Immediately):

• Send an email request to Cherry Jerusalem with the following details:
  • Client Name
  • Invoice Recipient (Who should receive the invoice?)
  • Salesforce Account Link
  • Itemized Charges
  • Link to the Signed Change Order Form (if applicable)

Notes:

• Clients will receive an official invoice with a secure Pay Online link.
• The invoice email will come from [email protected]
• Payments will be automatically processed via Stripe  upon submission.
• Once the payment is completed, the client will receive a receipt, and we will notify you accordingly so you can proceed with the custom work.
• Here’s a sample invoice  and a sample receipt  for your reference.

Questions?

Feel free to ask your managers to assist you. We are always happy to help!