How do I apply cash payments?

How do I apply cash payments?

To apply a Cash payment for services


1. Go to the Staff Backend Portal 

2. In the sidebar menu select "Clients" --> "Active Clients", and select your client 

3. Select the "Account" tab, beneath the client image 

4. Click the [+ Credit] button 

5. Select a "Date" using the date field to reflect the time you received the cash payment 

6. Select the service using the "Service" dropdown menu you want to apply a cash payment for 

7. OPTIONAL - Add a description using the "Description" field for the cash payment 

8. In the "Amount" field enter the $ amount of the cash payment you received 

9. Click Save to complete

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