Module 7 - Cash, etc Payments

Video Summary

• Admin payment recording options

  • Example: Dickens family has multiple past-due invoices totaling ~$5,406.25

• Bulk payment selection

  • Admin can select multiple overdue invoices at once

  • System calculates total due automatically

• Payment type options

  • Cash payment

    • Recorded manually as “cash payment to office”

    • Logged to correct invoice year/account

  • Electronic payment (partial)

    • Example: $150 via Apple Cash / digital transfer

    • Recorded with descriptive note (Venmo, Cash App, etc.)

  • Other payment type

    • Used for non-standard sources (e.g., donations)

    • Example: “Donated by Smith family”

• Adjustments / corrections

  • Remaining incorrect charge handled via:

    • Misc credit / write-off

    • Used when invoice should not be paid

    • Examples: error correction, waived charge, refund-like adjustment

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