In some cases, clients who typically pay automatically via credit card or ACH, will pay the kitchen by cash, check, or online payment method (i.e, Venmo, PayPal, etc.). 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 cash, check, or online payment from a client, for the exact amount due on a charge, you can mark that charge as "paid":
Go to Clients tab > Client > Statement > click the dropdown arrow to the right of the charge > "Mark as Paid"
If you receive a one-time payment that is more or less than a specific charge, the best way to reconcile this is to:
Temporarily set the the client to "ON" for manual payment processing: Clients tab > Client > Payment > Edit > Manual Payment Processing Only - ON > Save.
Click "record payment" and enter amount, payment type, and any notes: Clients tab > Client > Statement > "Record Payment"
Change the client back to "OFF" for manual payment processing: Clients tab > Client > Payment > Edit > Manual Payment Processing Only - OFF > 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 to your client's bill and also helps your client maintain accurate records of their billing.
When a client is set to "ON" for 'Manual Payments Only', 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 "OFF" for 'Manual Payments Only', the system will resume automatic payment processing for any due charges.