Intermedia Elevate Monthly Invoicing

Intermedia Elevate Monthly Invoicing

Currently the only customer on Intermedia VoIP services is Jane Rotrosen agency.  Intermedia generates an invoice on the 13th of the month. 

Log into Intermedia portal>Billing>Billing Documents. 
Click the Explanation of Charges tab. You should see a row dated the 13th of the current month.  Make sure the customer company name is Jane Rotrosen Agency. 

There are two documents in that row; Explanation of charges and Reseller's Explanation of charges. Download them both. 

Save the Reseller's Explanation of charges in SP site under Geek Girls IT Team Site - Documents\Receipts\Intermedia\Elevate\\RA - FOR INTERNAL USE ONLY. This is just for our records. You won't do anything else with this document. 

Open the Explanation of charges. 

Open Quickbooks and go to the Jane Rotrosen Agency customer page find the most recent JRA VoIP invoice. (It should be dated the 13th or 14th of last month.)  
Click the invoice to open the side panel. Click More actions>Duplicate. 

Compare the invoice to the new Explanation of charges and make any changes so they match. Specifically:

  1. Change invoice item dates
  2. Confirm amounts match
  3. Once all the items match, the invoice total should match. Confirm this, 

You don't need to Save the Explanation of charges. 

Save the invoice and send it. 

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