Customer Invoice request (via Slack & Salesforce)

Sam Gunter Updated by Sam Gunter

Purpose

The purpose of this article is to document steps for submitting an invoice request to the Order to Cash (O2C) Team.

Intended Audience

  • Revenue Team Member
  • Customer Support
  • O2C Team

What's Changing

  • Invoice Requests will now be submitted through a form on Slack

Required Information (from customer):

  • First and Last Name of Customer Making Request
  • Email of Customer Making Request
  • What is the Quote Number? (include Q-xxxxx or use NA)
  • What is the Name of the Account? (include state)

How to submit an invoice request: (Revenue Team Member)

  1. From Slack, navigate to the #help-processing-cc-invoice channel
  2. In the bottom left corner, click the (+) to launch the form
  3. Fill out all fields in form
  4. Automation creates a case in Salesforce for the O2C team to complete the request

How to complete an invoice request: (O2C Team Member)

  1. Open New Invoice Case
  2. Verify details in Description
    1. Before automation (or if automation fails), relating the case to the appropriate contact, opportunity, & account will be necessary
  3. Navigate to the appropriate opportunity in Salesforce
  4. Open Intacct
    1. Under the Applications dropdown, select Order Entry
    2. From the list of links on the right, select View Email Log
    3. Do a search from the Customer Search field using the name of the Account provided in the case
    4. Find the correlating emails sent to the customer
      1. Pay attention to dates sent - i.e. make sure the email was sent this year
    5. Click on the View link to the left of the email log details
    6. Scroll to the bottom and click the 1) Document PDF link & click the download button on the pop-up box to download to your computer
  5. From the opportunity:
    1. upload the invoice to the files
    2. use the Invoice Request email template to send the invoice to the requesting customer
  6. Open Simpl, search for the Invoice number and add a note to indicate an invoice was requested and who it was sent to for AR Purposes 
  7. Set Case Status to Closed

References

How did we do?

DPO- Delayed Payment Option Process

Contact