Operations

My Fundraising Place – Ordering Steps

Once a fundraiser has completed running, these are the general steps that will need to happen.

1. Group leader will submit totals. One of two methods will occur.
   1. Method 1 – the group leader will submit via My Fundraising Place (or MyFundraisingplace.com)
   2. Method 2 – The group leader will submit the order via phone, email, or email an excel order tabulator
2. Create invoice. This will happen one of two ways.
   1. Method 1 – Invoice is automatically generated when group leader submits the order through My Fundraising Place.
      1. Tip: If the group leader emails an excel order tabulator, the My Fundraising Place user could copy that data into the upload template and upload the seller info to My Fundraising Place and submit it for the group leader.
   2. Method 2 – Dealer manually creates an invoice (Move to “ordered”)
      1. Go to the fundraiser, click the “ordered” button in the top right to automatically generate an invoice with the following defaults:
         1. Auto-associate the invoice to the fundraiser delivery activity
         2. Products from the fundraiser program are automatically added
         3. Price list from the program is automatically added
         4. Group & primary contact is set (billing contact can be manually changed on invoice more info tab)
      2. Add any shipping charges, discounts, and taxes
      3. Preview invoice for accuracy
   3. Method 3 – Dealer manually creates an invoice (Prepaid’s – where you don’t want to change the fundraiser status)
      1. Go to the fundraiser/invoice tab or invoice page and click on the +
      2. Fundraiser status will not be moved to “ordered”
      3. It will not associate the delivery activity with the invoice
3. Invoice submission to customer:
   1. Method 1: Using My Fundraising Place to send invoice copies:
      1. Email copy of invoice to group leader using the email icon in the top right of the invoice screen. The email will use the Touch Point email template associated with the fundraiser, and attach the invoice
   2. Method 2: Submit Invoice to QB, then use QB to send invoice
      1. After invoice created, set the sync status to “pending” on invoice “more info” tab. This sync status will be automatically set to pending every time there is an invoice modification after the invoice has been marked as delivered.
      2. Run the QB / My Fundraising Place sync agent to bring invoices to QB
      3. Use QB to email invoices and collect funds
4. Mark Delivery activity as delivered after delivery.
   1. This will advance the related invoice to delivered & the associated fundraiser
   2. This will advance the invoice sync status to “pending”