How to Process a Payment with Cash or Check

You don’t need to sign up for a card processing service to use this software. Many businesses prefer to keep it simple by accepting only cash or checks, or they use an external card processing company that isn’t integrated. This guide walks you through the steps to collect payments outside of the built-in card processing system. 

Step 1: Open the Customer’s Quote

1. Navigate to the Quotes section or access it from the Client’s Account section.
2. Search for the customer's account.
3. Locate the saved quote related to the customer's order.
4. Open the quote.

Step 2: Begin the Checkout Process

1. Click the Checkout button.
2. The system may prompt you to reassign the order—ensure it is properly assigned.
3. Select the Delivery Method (e.g., Customer Pickup if applicable).
4. Set the Production Time(optional).
   • If necessary, adjust the delivery date using the Delivery Date Picker before proceeding.
   • Save the updated delivery date.

Step 3: Accept the Payment

1. Choose the Payment Method:
   • Select Cash if the customer is paying in cash.
   • Select Check if the customer is paying by check.
2. Enter the amount being paid (e.g., a 50% deposit).
3. Click Proceed to Payment to complete the transaction.

Step 4: Confirm Invoice Conversion

1. Once payment is processed, the quote automatically converts into an invoice.
2. Navigate to the Invoice Dashboardto confirm:
   • The quote will disappear from the Quotes List.
   • It will now appear on the Invoice List and the Production Dashboard.

Important Notes:

• Quotes remain unpaid until payment is collected.
• Once paid, the quote converts to an invoice, regardless of the payment method (cash, check, credit card, or purchase order).
• If an order appears in the Invoice List, it means it’s in production.

That’s it! You’ve successfully processed a customer payment using cash or check. ?