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general:web_services [2011/09/05 18:59] – created damiangeneral:web_services [2012/03/31 23:29] – Added link to Web Services Website cookie
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 ====== Web Services ====== ====== 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. +Follow the link for the [[http://british-caving.org.uk/wiki/doku.php|Web Services Website]]
- +
-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|}}    +
-   +
- +
  
  • general/web_services.txt
  • Last modified: 2020/01/13 16:43
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