What Manual means
Kitchens can accept payment from clients via cash or check, instead of having the system bill clients automatically via credit card or ACH. We call this Manual Payment processing, or simply "manual." The kitchen is responsible for manually tracking clients' manual payments and reconciliation.
Clients on "manual" will be able to use all of the same platform services as your other clients, and invoices will still be generated for manual clients. The only difference is that The Food Corridor will not try to bill them.
To set a client to manual, go to your Clients tab > client name > Edit > check yes for Manual Payment Processing > Save.
Note that the 2% platform fee still applies to manual clients.
If you have externalized your platform fees, then you will be collecting those at the same time as you receive the client's payment, and you'll see this added to the client's bill. In this case, the 2% charge mentioned above will simply be capturing that.
As for the actual charge for these small amounts, The Food Corridor will sum up the 2% platform fees for manual payments over each month. If the total amount of platform fees is over $5, we charge that to the payment method on file for the kitchen on the 1st of the following month. If the total is under $5, it will roll over to the next month, and so on. Kitchens can view a report, so they can see what manual platform fees have been paid and what's coming up.
Necessary Action for the Kitchen Admin
When you receive payment from the client for their monthly bill amount due each month, you must manually reconcile the bill by recording the payment under the Client's Statement. If you don't record the payment, the system will send payment reminders to the client until you do so.
To reconcile the payment, go to Clients tab > Client > Statement > Record Payment > enter amount paid. If the client is not currently on manual payment processing, you'll instead see a button under the payment to "mark as paid."
**Note: To reconcile monthly invoices from April 2019 and prior, go to Billing tab > All Invoices > search by the invoice number or client to find the invoice > click on the invoice > Mark Invoice Manually Paid.