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 each month. 

  1. Log into Intermedia portal>Billing>Billing Documents. 
  2. 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.
  3. There are two documents in that row; Explanation of charges and Reseller's Explanation of charges. Download them both.
  4. 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.
  5. Open the other document, the Explanation of charges. 
  6. Open QuickBooks and go to the Jane Rotrosen Agency customer transactions page.
  7. Find the most recent JRA VoIP invoice. (Hint: It should be dated the 13th or 14th of last month and the invoice amount should be close to the amount on the document you have open.) 
  8. In the list of invoices, click the arrow on the right in the applicable row and select Duplicate. A new invoice will open with today's date. 
  9. 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.
    10. Save the QuickBooks invoice and send it to the customer. 
    11. Save the Explanation of charges in the SharePoint site under Receipts\Intermedia\Elevate\JRA - FOR INTERNAL USE ONLY. (This is the same folder in which you saved the other PDF.) 


Warning
Do not send either of these PDFs to the customer. The only VoIP invoice the customer should ever see is the one you created in QB. 


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