HOW IS THIS FORM USED?
This form is used to connect client payments to personal invoices that you have sent to your client. It notifies Finance to anticipate the payment and directs the department to issue an invoice once payment is received.
In many cases (especially Zelle payments because it provides the most fast way to fund or deposit a trip) the payment received is TIME SENSITIVE meaning you must act quickly from the time your client makes the Zelle payment to get it funded to the client account.
This requires that you stay in close contact with your client and ensure:
They Notify you once the payment is made so you can fund the deposit immediately.
If you are working withing a 48hr deadline, you should contact finance directly via phone to ensure funding is provided to you to secure the booking.
Complete this form IMMEDIATELY after sending your client a quote. Within your quote, you should clearly instruct the client to enter a unique TRIP CODE in the memo section of their payment. Standard format for this code is:
Your First Name + Vendor Booking Number + Client Name
Alternatively, if your client cannot remember/access the trip code, they may enter their name + the trip name in the memo section of their payment.