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Yourwebness |
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Yourwebness |
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SherryShopperFL |
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The invoice is something I designed for my own benefit. You will have a stack of papers to file for each assignment (emails, instructions, reports, business cards, brochures, etc...). I like to have a "cover sheet" for each assignment that provides me with the information I need at a glance. This is just a personal preference of mine. This invoice enables me to have a current status of each assignment and each one is the same. I normally print one after each assignment, and then a revised one when I receive payment. You will love the invoice! It is so simply, and the amount of work you will need to do is almost NOTHING! That is the "love" part! It is a standard invoice, but.... remember that ID# I mentioned on the Assignment and Payment Sheets? That is the KEY to the invoicing! Initially you will enter your personal information on the invoice (company name, name, address, phone #, fax #, and e-mail), and then all you do is enter the ID # for the invoice you want to print at the top, and the invoice pulls all the information into your invoice! Talk about simple! |
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ID # (enter into box at top for INSTANT Invoices with no data entry!) |
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Your "company information" (enter initially to "set up" invoice) |
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Bill To (MS Company Name) (automated field) |
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Shop Assignment (location for your Assignment) (automated field) |
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Location Name (automated field) |
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Store # (automated field) |
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Location Address (automated field) |
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Location City, State & Zip (automated field) |
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Location Phone # (automated field) |
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Invoice Date (will always be "today's date") (automated field) |
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Invoice
# (this number corresponds to the ID # I spoke of) (automated field) |
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Assignment # (automated field) |
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Mileage (automated field) |
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Shop Fee (automated field) |
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Bonus (automated field) |
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Reimbursement for Purchase Amount (automated field) |
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Total Due (automated field) |
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Payment Information (for revised invoice one payment is received) (automated field) |
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Date Received (automated field) |
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Amount Received (automated field) |
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Payment Method (automated field) |
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Balance Due (automated field) |
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| This is a full screen shot of the Invoice worksheet. Of course not all shoppers will choose to use this feature, but it is nice to have it available at your disposal. See that box with the blue number one in it? That right there is the KEY to this invoice. Enter the ID # from either the Assignments or Payments worksheets, and all the information on the invoice automatically populates! | This screen shot shows a better look at the data you would actually enter into the Invoice. To "set up" the invoice, simply enter your personal information where the generic blue text is listed on the top left side (Your Company Name, etc...). This will only have to be done once. And if any of your information changes, it is easy to update. To create an invoice for any assignment replace the current number in that box at the top (blue text currently showing "1" as the number) with and ID number for an existing assignment (listed on both the Assignments and Payments worksheets). Instant Invoice!
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This is a screen shot showing the basic information produced within the Invoice. The "Bill To" lists the information for the actual Mystery Shopping Company (or Scheduler) that assigned you the shop. If for some reason, "0" (the number zero) is listed, that means that the Companies worksheet does not contain the address, telephone number, etc... Not all companies freely list the information. You can choose to enter this information (on the Companies worksheet ONLY!), or proceed with the invoice as is. The "Shop Assignment" lists all the same general information about the actual store you shopped at. In addition, your Invoice # (which matches your ID#), Invoice Date (today's date), Assignment Date, Assignment #, Mileage, and Shopper ID are also automatically populated for you.
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This is a screen shot shows the actual amounts for the invoice. I like all monies "broken down." Although you may see them listed together when you receive payment, I like to know how much has been received for shop fees, bonuses, and reimbursements. This data is also automatically populated when you enter the ID number at the top of the Invoice. |
This final screen shot shows a payment receipt so to speak. It indicates when you received payment., the actual amount you received the method in which payment was received, and if there is a balance due for this assignment, that would also be listed. |
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I personally love the invoice. But I am just one shopper. Many experienced shoppers will find that this is just a waste. Whatever is helpful to you is what you should use. Remember, what works for one person, may not work for another. I could not imagine using a notebook and a pen to track everything. For me, that would be a nightmare. For other shoppers, they find that it is the best way to keep records, and keep them mobile. Use a system (any system you choose) that is designed to meet your needs whatever they may be. |
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