In some cases, clients who typically pay automatically via credit card or ACH, will pay the kitchen by cash or check. This could be for a number of reasons, such as a past-due payment or a temporary problem with their payment method.

If you receive a one-time cash or check payment from a client, the best way to reconcile this is to: 

  1. Temporarily set the the client to "yes" for manual payment processing: Clients tab > Edit client > 'Yes' for manual payment processing > Save
  2. Click "record payment" and enter amount: Clients tab > Client > Statement > Record Payment
  3. Set the client back to "no" for manual payment processing: Clients tab > Edit client > 'No' for manual payment processing > Save

This recorded payment will display on the Client's Statement as "paid" and keeps your revenue reports accurate for your accounting (as opposed to applying a credit). Additionally, this applies the payment correctly for your clients and their records as well.

When a client is set to "yes" for manual, The Food Corridor does not attempt automatic payment processing for them. Once the client is ready to continue automatic payments and is set back to "no" for manual, the system will resume billing as usual for any due charges.

Did this answer your question?