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Author: Kristenson, Joel
Last Updated: 2017-05-17
Overview
This article will teach you how to create an invoice for a payee. It also covers how to search for unpaid invoices. The article requires you already know how to create a payee record.
Tip: This 2 minute video shows how to create an invoice and make a payment.
Steps
Navigate to the Payees (Invoicing) list. Requires appropriate security clearance.
Run a search query for the payee you need to add an invoice for, and then click on their name to open the record.
Click [+ New] under the Invoices tab.
Fill out all the details of invoice and then click [Save and Close]. Some of the more important information will be the date, amount, the correct election cycle, and the description. My finished example is below for a $2,300 invoice on 5/11/17 for the Primary 2018 election cycle.
If you have any questions or concerns on what data is required and how to categorize it correctly so it prints accurately on your FEC reports, you should contact your FEC analyst, or the Trail Blazer tech support team. If you’re going to record a payment against the invoice right away you can click [Save] to keep the invoice open, and continue on to that step.
To view invoices (both paid and unpaid) open the Invoices list.
You can filter for unpaid invoices under the Other tab. My example is below where there were 15 unpaid invoices.
You can filter by things like date range under the General tab. In this example I filtered for unpaid invoices in 2017 which produced 7 results.
IMPORTANT: All unpaid invoices will show up as a debt on the campaign finance reports.
Take a look at the related resources below for other articles and videos related to this topic.
Related Resources
Article: How to Enter a Payment for an Invoice
Article: How to Create a New Payee for Invoicing and Payments (Primarily for Political Customers)
Article: Do I have to Create an Invoice Before I Create a Payment?
Article: Steps to Import Expenditures – with an Example Spreadsheet Template – Political Only (2016 Upgrade)
Article: How to Enter an Invoice and Payment with the New Payment System, and How to Add a Refund and Deduction
Article: Delete an Invoice/Payment
Article: Entering Credit Card Memo Details for a Credit Card Invoice that was Paid – Political Only (Required for Federal FEC Reports)
Article: How to Delete Payments, and an Invoice (also covered: how to record a refund, and a deduction)
Article: How to Add an Election to Your Trail Blazer Database (Political Only)
Article Folder: Filing FEC Reports
Video: Invoices – enter payment on an unpaid invoice
Video: Add Invoice and Make Immediate Payment
Video: Enter an Expenditure Refund
Video: Deposits – Setup Bank Account – Set Bank as Default – Create Deposit
Video: Credit Card Memo Entry (using 2015 version of Financial)
Video: Add New Loans Received
Video: Make a Loan Payment (Interest Bearing and Non Interest Bearing)
Video: Getting Started 106b – Entering Contributions (POLITICAL ONLY)
Video: Contribution Refund
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