What’s the proper way to record a check/cash payment due on a payment plan?
Although payment plans are designed to be paid with a debit or credit card, you may encounter a customer who wants to pay in cash. To record a cash payment on a payment-plan order that's otherwise being paid with a card, follow the steps below to replace an upcoming credit card transaction.
- Make sure you're set up to accept a Customer Payment Method (such as cash)
- Use the Receive Payment button in the Payment Activity section of the Order page to record the cash payment
- Next, zero out or cancel the installment that this transaction is replacing
Watch out! That will reduce the order total and the corresponding remaining balance.