Vendor FAQ. Services vs Products. Enrichment Certificates & Purchase Orders

Similar documents
DISPATCH BEST PRACTICES. Webinar Series March 2018

Accounts Payable Procedures

Business/Non-Instructional Operations

Dominion Energy Invoicing and Payment portal powered by Taulia

BILLING TIME LOG. Inspector's No: Inspector's Name: Site Address: Contractor's Name: Date Start time End Time Total Hours Comments

Invoicing & Credits. Chapter 6. 09/17 Chapter 6 - Page 1. Copyright University of Pittsburgh. All rights reserved.

Vendor Information Guide. Expense Payables CANADA

Accounts Payable-Vendor Partnership

SOMERSET INDEPENDENT SCHOOL DISTRICT PURCHASING DEPARTMENT th Street/B-Wing Somerset, TX ext 6011

6. Will the system be able to provide historical invoice data? Yes, the system will provide an archive of paid invoices.

How to Prepare For and Survive Fiscal Year End

Dear Valued Supplier, Re: Shaw Industries Group, Inc. is phasing out paper invoices!

Invoice Information. Invoice Requirements Invoice Suggestions Invoice Submittal Sample Invoice Cedit Memo Process

Change Order Guide. 7) Available Actions 8) Go. 1) PO Number 2) Send Change to Vendor? 5) Change Request Details 6) Internal Attachments

Supplier FAQ s for submitting invoices to Caesars Entertainment via OB10

Dominion Energy Invoicing and Payment Portal E-Invoicing

Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led

FREQUENTLY ASKED QUESTIONS (FAQ)

Workshop Registration Instructions

Table of Contents. Introduction Study Summary Participants Share AP Customer Service Challenges... 5

Frequently Asked Questions (FAQ)

14300 Schaefer Hwy. Detroit, MI Tel (888) Fax (313)

To Our Prospective Customer:

CUSTOMS CLEARANCE SERVICES

MSI Purchase Orders Version 4.0

Work Orders Quick Reference

ANZ SUPPLIER PURCHASING AND INVOICING GUIDE

tyuiopasdfghjklzxcvbnmqwertyuiopas

CUSTOMS CLEARANCE SERVICES

KEYING AN INVOICE IN MUNIS

Banking & Personal Finance. Session I

Service Industries in Microsoft Dynamics AX 2012 R2

Sea Dwelling Creatures, Inc W. 104 th St. Los Angeles, Ca fax New Customer Check List

West Valley Library Parking Lot Repair with Porous Asphalt

University of North Dakota PeopleSoft Finance Tip Sheets. Vendor Payment Inquiry

Your Goals. Our Solutions. Budget. Financial Reports PRESS ADVERTISING MODULE. Company Structure. The Total solution system for your business

NJEIS FISCAL FAMILY COST PARTICIPATION PORTAL INFORMATION USER GUIDE

Are subsidiaries/affiliates to be included? Yes No If Yes, list names and addresses:

Non Catalog Request (NCR) for Instructional Materials, Books, Multimedia

Management, Budget & Accounting Department Accounting & Control Bureau Section 412.2

CAMP IPPS August 21, 2018

Office of Disbursements Fiscal Year-End Processing

Quick Guide to 2015 Fiscal Year Utility Requisitions and Purchase Orders plus Payment Processing

INTRODUCTION TO QUICKBOOKS PRESENTED BY SHARPER TRAINING SOLUTIONS

FREQUENTLY ASKED QUESTIONS (FAQ)

Back to School Strategic Sourcing and Contracts

Cargo Online Payment. Electronic Payment Portal Instructions

WILL NOT BE ACCEPTED.)

Year End Memorandum. Office of the Controller

QuickBooks Desktop Sync Version April 10, 2018

Lafourche Parish School Board Purchasing Department P. O. Box 879 Thibodaux, Louisiana Phone: 985/ Fax: 985/

San Mateo Chamber of Commerce Map

20th September Dear Supplier,

CATEGORY DOCUMENT TYPE DOCUMENT NUMBER REVISION PAGE PR Standard 01 A 1 of 10

Activant Prophet 21. Understanding Check Generation

2016 Flower Fair Application

1. What lists can be imported from Excel spreadsheets, when setting up a QuickBooks Online company?

W410 - Analyzing Array Sales Reports

Year End Memorandum. Office of the Controller

Exhibit C GAS TECHNOLOGY INSTITUTE IRS FORM W-9, ELECTRONIC FUND TRANSFER FORM, AND PAYMENT REQUISITION FORM

Vendor & Exhibitor Prospectus

Request for Quote (RFQ) For. Brown County

Procure to Pay Process. Purchase Order

Business New Construction Rebate Program Qualification Standards

Bridge. Billing Guide. Version

PCGENESIS FINANCIAL ACCOUNTING AND REPORTING (FAR) SYSTEM OPERATIONS GUIDE

Summary of charges. Have you tried FlexDelivery TM? Contact us. Total amount of this invoice $ Important message

SELF-PACED TRAINING. Are you properly leveraging your annual giving data?

SPECIAL ORDER PROCESS ORDERS PROCESS DELIVERY PROCESS

11. Accounts Payable

Taking care of business

Work will begin on the project when the Letter of Agreement has been signed.

TSLC Frequently Asked Questions. Requestor and Approver Process & Coupa System

Session 4-7 Sage 100 Contractor: Accounts Receivable: Beyond the Basics

2019 NCAPCS Charter Schools Conference Sponsor FAQs

Dominion Energy Invoicing and Payment Dynamic Discounting

ARTISAN VENDOR PACKET INSTRUCTIONS & CHECKLIST

Request for Quotation for Subscription Management Services Solicitation Number RFQ Subscription Service

Dominion Energy Invoicing and Payment Portal Invoice Inquiry

3. After a STPA or VSA is completed and signed, what is needed to receive a PO from CA for work to begin?

Self Study CPE Courses with Online Testing FAQ Last Updated Monday, 03 March :28

Procure to Pay Process. Purchase Order

This document sets out my decision on a complaint from the Consumer about the Provider.

Workflow Process: Sales Orders

Purchasing & Inventory Management

AVANTUS TRAINING PTE LTD

Office of Disbursements Fiscal Year-End Processing

2018 Winter Minnetonka Farmers Market Application

CONTRACT/AGREEMENT PROCESSING PRESENTED BY THE BUSINESS OFFICE THURSDAY, FEBRUARY 17 TH, 2011

Procurement Accounts Payable (AP)

2018 SPONSORSHIP OPPORTUNITIES

OSP / QuickBooks Web Connector Setup

Market Guide WASHINGTON GAS PEPCO (ELECTRIC) Pepco Pepco Washington Gas Washington Gas

Annapolis Spring Sailboat Show

Prevent and Handle No-Shows. A Guide for Hotel Owners and Managers

EZ-FREIGHT SOFTWARE OPERATIONS MANUAL

Subject line: Bristol-Myers Squibb Streamline processes with Tungsten e-invoicing

Transcription:

2018-2019 Vendor FAQ The following information answers our vendor s most frequently asked questions. If you have any questions or concerns not answered below, please contact our Vendor Support Team: vendorsupport@inspireschools.org Services vs Products Q. What is the difference between a service and a product? A. Services are in person or live online classes or activities. For the safety of our students, all in person or live online service vendors must be pre-approved before any students may receive services. Products are tangible items (either physical or digital) that our Enrichment Department must order for our students. We do not require pre-approval for product vendors. Families may submit orders for any online product vendor through our Enrichment Ordering System. Enrichment Certificates & Purchase Orders Q. What is an Enrichment Certificate? A. An Enrichment Certificate is a certificate provided to our families as a pre-approved, guarantee of payment from Inspire for services they have requested for our approved vendors. Vendors must receive the certificate from the family prior to the services being provided (or at the time the services are scheduled) and must have the certificate number prior to submitting an invoice for payment. Q. How are Enrichment Certificates issued? A. Families submit their order requests online to Inspire s Enrichment Ordering System. Once the order request has been reviewed, approved, and processed, the certificate is emailed to the family. As a courtesy, vendors are copied on the email confirmations. However, the family must confirm/schedule the services with the vendor and provide a copy of the certificate before an invoice can be submitted for the services. IMPORTANT: Please remember that services should not be rendered without an Enrichment Certificate. The Enrichment Certificate serves as the vendor s guarantee of payment and is required to invoice Inspire for the services. Q. What if the Enrichment Certificate is issued for more or less than the cost of services? A. Please notify the family of the price discrepancy. The family will need to request to have the certificate revised for the correct amount. 2018-2019 Vendor FAQ Page 1! of! 4

IMPORTANT: Vendors may not invoice for more than the approved amount of the certificate. Q. What is a Purchase Order? A. A Purchase Order is a guarantee of payment from Inspire for products the family has requested our school to purchase. Vendors must receive a purchase order from Inspire prior to the products being shipped to the family. The vendor sends the products to the family and then submits an invoice for the products provided. Q. What is the difference between an Enrichment Certificate and Purchase Order? A. Essentially, they are the same and function in the same capacity; a guarantee of payment. Generally, Enrichment Certificates are issued for services while Purchase Orders are issued for products. This helps us identify the difference for order processing and billing purposes. Q. How do I get paid? Invoicing & Payments A. Although Enrichment Certificates and/or Purchase Orders serve as a pre-approved guarantee of payment, all vendors must submit an invoice to our Vendor Invoicing Department in order to receive payment for their services and/or products. For faster processing, please email invoices to: vendorinvoicing@inspireschools.org Alternatively, you may fax invoices to (626) 470-9713 or mail to Inspire Charter School ATTN: Vendor Invoicing 1740 Huntington Drive, Suite #205 Duarte, CA 91010 Q. What does NET30 mean? A. All of our service vendors (per the independent contractor agreement) and most of our product vendors are set up on NET30 payment terms. NET30 terms means a vendor can expect to receive payment on or before the 30th day from the date the invoice is received. As a public charter school, there are additional checks and balances that our invoices must go through in order to be processed and paid with state funds. The NET30 terms allows sufficient time for our Invoicing and Accounts Payable Departments to process and pay invoices. 2018-2019 Vendor FAQ Page 2! of! 4

Q. Does Inspire have an invoice template I can use? A. YES! We highly recommend and encourage our vendors to use Inspire s invoice template whenever possible. Our template has all of the required fields and prompts for the information we require for processing. Q. What information does Inspire require on each invoice? A. All invoices must have the following information, clearly legible: 1. Vendor s name, address (including city, state, and zip code), phone, and email (website information is not required but is helpful) 2. Make Checks Payable To NOTE: The vendor s name, address, and make checks payable info must match the W-9 we have on file. If you have any changes to this information we ask that you submit an updated W-9 with the next submitted invoice 3. Invoice number and invoice date every invoice submitted must have a new, unique invoice number and dated the same as the date of submission 4. Bill To: Inspire Charter Schools All invoices must be billed to Inspire Charter Schools not our student s name and/or family 5. Student name, certificate number, description of service(s), dates of service(s), and amount 6. Total invoice amount (if invoicing for more than one service and/or student) Q. What if I have my own invoice template? A. You may use your own invoice template and/or accounting software to generate an invoice. However, please note, we still require the above information on every invoice. Without the required information the invoice may not be able to be processed and/or paid on time. Q. Should I send a copy of the invoice to the parent or their Homeschool Teacher? A. No. We kindly ask that all invoices be submitted directly to our Vendor Invoicing Department only. Q. Who do I contact if I have questions or concerns regarding a submitted invoice or payment? A. Please contact our Vendor Invoicing Department and/or Accounts Payable Departments. If possible, reply to the original email submission when inquiring about an invoice that has already been submitted. Otherwise, you call us at (626) 317-0112. To help expedite your inquiry, please be prepared to provide us with your name, invoice number and invoice date. Please do not contact the family regarding payment inquiries. 2018-2019 Vendor FAQ Page 3! of! 4

Q. What is Inspire s fiscal school year? Fiscal School Years A. Inspire s fiscal school year begins July 1st through June 30th. Q. How/why does the fiscal school year affect my invoices? A. All services must be invoiced based on our fiscal school year, July 1st - June 30th If you need to invoice for services that extended into the subsequent school year, we will require you to submit a separate invoices for those services. For example, if need to submit an invoice for an Enrichment Certificate for 3 months: May, June, and July - we will require one invoice be submitted for May and June and a separate invoice submitted for July. Additionally, the invoice for July must be dated no earlier than July 1st. Cancellations & Refunds Q. What happens if a family cancels an Enrichment Certificate before the services are rendered? A. Prior to the cancellation of an Enrichment Certificate, our Enrichment and/or Invoicing Department will contact you to determine whether the services were received and/or cancelled within your cancellation guidelines. If the certificate has not yet been invoiced/paid, we will cancel the certificate. No invoices will be accepted for a cancelled certificate. If the certificate has already been invoiced/paid been invoiced/paid, we will request a refund or credit memo for the cancelled services. 2018-2019 Vendor FAQ Page 4! of! 4

ABC Education, Inc. 1. Vendor name & address 12345 Main Street, Suite 100 San Diego, CA 92101 PHONE: (619) 999-4321 FAX: (619) 999-8765 accounting@abceducation.com abceducation.com Make checks payable to: [ REQUIRED ] FOR: ENRICHMENT SERVICES DATES OF SERVICE: March April 2018 2. Make Checks Payable To 3. Enrichment services & collective dates of service for invoice INVOICE NUMBER: 04012018 DATE: 4/10/2018 INVOICE 4. A NEW invoice # is required for every invoice 5. Date invoice is submitted 6. Invoice must be billed to Inspire Charter Schools BILL TO: Inspire Charter Schools 1740 Huntington Drive, Suite #205 Duarte, CA 91010 Phone 626-784-7400 Fax 626-470-9713 EMAIL INVOICE TO: vendorinvoicing@inspireschools.org STUDENT FIRST & LAST NAME CERTIFICATE # SERVICE DATE(S) SERVICE DESCRIPTION Johnny Sample F3D3792A_SOUTH_SVB March 2018 Tutoring $150 Johnny Sample 98GHB273_SOUTH_LNP April 2018 Tutoring $150 Sally Jones 225P90KL7_SOUTH_HMM March April 2018 Tutoring $300 AMOUNT 7. Include the student s name (first & last), certificate number, specific dates of service, service description, and amount 8. Total amount should match the itemized If you have any questions concerning this invoice, please contact: Jane Doe (619) 999-4321 jdoe@abceducation.com IMPORTANT NOTE: Vendor information (name, address, and pay to) must match the information for the W9 on file. If there are any changes to a vendor's information - a new W9 should be submitted and a copy must be included with the next invoice submission THANK YOU FOR BEING A VALUED VENDOR WITH INSPIRE CHARTER SCHOOLS! TOTAL $600 9. Please include the contact info in the event we need to contact you with questions or concerns with the invoice 10. Please make sure to notify us immediately if there are any changes to your business information