Recording Offline Payments (Cash or Check)
If you have allowed offline payments (cash/check payments) for orders placed in the system, you will need to manually record those payments on the order.
Once you have received payment for the order:
Go to Store & Forms / Orders and select the Order Number. To easily find the order, use the date range and drop down menu to only show "orders with a balance due."
- Select the Order Number that needs the payment applied.
On the Order screen, click the blue "Payment" button next to the Total Payments.
- Enter the information about the payment and click "Apply Payment." Be sure to make descriptive notes in the comments section for future reference.