Cash Transactions with Invoicing
Cash Transactions with Invoicing.
- Since SwitchTransact does not clear Cash payments, we can cater to administer them.
- When someone pays with Cash, you don't create a Subscription you only create a Transaction.
Step1. Navigate to Transactions
- Navigate to Finance-Transactions
Step2. Create a Cash Transaction
Step2. Create a Cash Transaction- Click on create.
- Click on Account or Company, and type in the member name.
- Select the Payment method, in this case, you can select between Cash, EFT, Bitcoins or Snapscan.
- Provide a Transaction Reference number and Transaction ID (this will reflect on the record.)
- Select the amount that was paid.
- You can add Tax to the Transaction. (Click here if you want to create a Tax entry)
- You can attach Proof of Payment, this will reflect in the member profile under Documents.
- Select either Assign an Invoice or Create a new one. (When you select to create a new invoice, it will be created under "Finance-Documents-Invoices"
- It is mandatory to select a "Product" for this transaction.