Differences

This shows you the differences between two versions of the page.

--- general:web_services [2011/09/05 18:59] – created damian
+++ general:web_services [2011/12/22 09:10] – damian
@@ Line 1: / Line 1: @@
 ====== 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|}}