In the Billing section, you can now add payment using the cash and check option.
Adding a Payment (Cash or Check)
You now have the option to select Cash or Check when adding a payment in the system.
Steps to Add a Payment
Go to the Contact Profile and select the Billing tab.
Under Activity Summary, click Billing.
Click Add Payment.
Enter the payment amount.
Choose the payment method:
Cash
Check
Click Confirm to complete the process.
Important Notes
No Invoice or Past Due:
If there’s no invoice or past due balance, a cash or check payment will automatically become a credit on the account.
The credit will appear as a positive balance (green) on the left side.
Existing Invoice or Past Due:
If there is an invoice or past due balance, the system will automatically allocate the cash/check payment to it.
Using Cash/Check for Membership first or only invoice:
To use a cash payment for a membership first or only invoice, add the membership and schedule the payment date to pull the next or future date.
The system cannot allocate an existing credit from a cash/check payment if the membership is set to pull payment immediately.