====== Web Services ======

The administration of Web Services is aided by a software package called phpCOIN. It will automatically raise invoices and email them out as required.

Note I've not provided a link to phpCOIN to reduce the attention of hackers. If you need it ask me for the URL.

===== Administrator Login =====

The client and administrator logins are different.

  * Use you internet browser to go to the home page.
  * Click on the **Login Button**
  * Click on the **Admin Button** (Note if you don't do this you will attempt to login as a client, which is wrong) 
  * Enter your login details
  * Click on the **Login Button**

{{:other:webservices-banking1.png|}}



===== Banking a Cheque =====
==== Recording on Daybook ====

A Daybook is to be kept in Excel.

  * A copy of the Daybook should be emailed to the Web Services Manager at the end of each day any entries are made.
  * The Daybook should be sub-totalled by banking date which should match the entry on the bank statement.

  * The daybook looks like this:

{{:other:webservices-banking7.png|}}

==== Banking on phpCOIN ====

When a cheque is received it needs to be posted against the corresponding invoice(s).

  * Click on the **Client Button**
    * This will list all the clients.
  * Click through the pages until you reach the appropriate client.
    * By clicking the heading you can sort the list - which might help.
  * Note the user name.
    * In this example we are going to pay the £25 invoice for Chris Gledhill (user madog).
  * Click on the **Page** icon.

{{:other:webservices-banking2.png|}}

  * You will see the Client Page listing all the invoices etc.
  * Find the line for the invoice you need to pay. 
    * The invoice number is in the first column. 
  * Check the balance is not zero.
    * If the invoice has already been paid there will be a zero on the balance column.
  * Click on the **Page** icon on the appropriate line.

{{:other:webservices-banking3.png|}}

  * You will see the invoice page.

{{:other:webservices-banking4.png|}}

  * And here is the bottom half of the page.
  * If all looks correct click on the **Payment Button**.
    * If possible double-check that payment is for the correct domain (eg madogfechan.co.uk). One client can have several domains.

{{:other:webservices-banking5.png|}}

  * You will see the payment screen.
  * Date: The date the payment is entered on the system - i.e. today.
  * Type: Leave as "payment".
  * Origin: Changed to "Check" (sorry American spelling of "Cheque") 
  * Description: Enter the User Name, Cheque Number, Cheque Date, Payee - if different from the client.
  * Amount: Enter the amount being paid.
  * Set invoice to paid: Tick
  * Send Acknowledgement: Tick if an email acknowledgement or receipt has been requested - normally not. 
  * Click the **Add Button**
  * Job Done.
    * The bottom of the Invoice Page will show the payment you have just made. It will allow you to edit it, click the pencil icon, if it needs correcting. 

{{:other:webservices-banking6.png|}}