AU Invoicing Process

Process for Creating and Sending an Invoice to a School/Organization:

1. Once an 'Invoice' task has been created in HubSpot and assigned to Klaiza, she will follow this process:
   • Use the details in the 'Invoice activity/task' to create the invoice in Xero.
   • For all schools/organizations except NSW Government schools, send the invoice directly from Xero.
   • Mark the activity as "Done" in HubSpot.
   • Record the invoice details in the line items section in HubSpot.
2. In cases where we receive Purchase Orders from schools through info@mathspace.co/Intercom:
   • Create an invoice task in the relevant HubSpot deal, if there isn't one yet.
   • Create the invoice in Xero as usual.

Campion:

• Invoices for subscriptions are usually sent to cmatthyssen@campion.com.au Company Name in Xero: 'Campion Education (Aust) Pty Ltd.' Sales Consultants provide details, including what to enter in the reference field in Xero, in the invoice task.
• Invoices for textbook orders are usually sent to inventory@campion.com.au and ENguyen@campion.com.au

For NSW Government Schools:

• If we receive a Purchase Order via Edbuy/Unimarket, log in to Unimarket and go to Transactions> View Orders. Find the P.O. Fill out the invoice details, attach the pdf copy of the invoice in the unimarket order and then click on "create." Turn off invoice reminders in Xero. Read more here.