FlairSuite video tutorial
Hand in the payments you collected
Submit the receipts you have taken, check the totals by payment method, and confirm the money was received.
Transcript
Select a time to play the video from that moment.
This video follows Record the customer's payment. At the end of the day, the payments you collected are handed in to the office, so what you took always matches what arrives.
Go to Customers, Payments, Submit Payments. It lists the receipts you have taken but not yet handed in. Tick the ones you are handing over now.
The Summary on the right adds them up by payment method, so you can count the cheques and transfers before you hand them over. Then click Submit Selected Payments.
Every hand-over is kept in Customers, Payments, Submitted Payments. Open the new one.
Its status is Submitted until someone in the office confirms it. The total and the receipt lines below show exactly what was handed in.
When the money reaches the office, the manager clicks Received and confirms. Reject sends the receipts back to the cashier, and Print Submission Form gives you a sheet to sign.
You handed in your receipts, checked the totals by payment method, and the office confirmed it received them. Thank you for watching.
Keep learning
More sales, invoicing and collections videos
Length 1:30See what a customer owes
Find a customer who owes you money, and read their balance, unpaid invoices and how late they are.
Length 2:48Take an unpaid customer to court
Record a court case for a customer who won't pay, attach the unpaid invoices it covers and log its first update.
Length 2:02Write a collection reminder email
Write the email a collection reminder sends, with the customer's name and balance filled in, and preview it.
Length 1:57Decide who a late collection task goes to
See who is in the collectors pool, then create an escalation policy that gives a collector a deadline for each task, and hands it to a manager when…
Length 2:00Agree an installment plan with a customer
Let a customer who can't pay everything at once settle their unpaid invoices in instalments, and check every payment's date and amount before…
Length 2:04Set up a collection process
Create a collection process with a friendly and a firmer email reminder, and switch it on.
Ready to run this in your company?
FlairSuite brings accounting, VAT, HR and payroll, inventory, POS and CRM into one ERP. Book a free demo with our local team.