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.

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

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:

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.

  • 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.

  • You will see the invoice page.

  • 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.

  • 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.

  • officer_information/web_services.txt
  • Last modified: 2020/01/13 16:43
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