This google doc -- Managing Offline Payments -- can be printed as a reminder of the steps to manage offline payments. This should happen as frequently as you receive payments by check, cash, EBT, or other offline payments.
Steps include:
- Login to GrownBy > Farmer Dashboard
- Navigate to Customers
- Search for name of customer who paid offline
- Click their name, which will take you to customer detail page
- Scroll to the invoice for which they have sent you payment
- Click Mark Paid
- Enter check number or other information under Notes
- Navigate back to Customers
- Complete for all customer who used offline payments
- Log out of GrownBy
If you have any questions or concerns, please contact [email protected] or schedule a time to talk with us here!