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Can I record cash or check orders in the store?

Updated this week

Cash and check payment management has been relocated from the checkout to the main application for easier access. Admins with View/Edit Orders permissions can now record payments for individual items directly from the Ordered Items page.

Recording Cash/Check order

  1. From the toolbar, select Store, then Ordered Items. (Alternately, you can select Financial Management, then Orders, and click the Ordered Items button.)

  2. Click the Add Cash/Check Sale button.

  3. Select the product that was purchased from the drop-down list.

  4. Select the Quantity and the Payment Method. Click Next.

  5. Enter the Customer Info and the Product Info.

  6. Click Save.

  7. The order will be added to your list. The order details indicate the payment method as Cash or Check.

Notes:

  • No fees will be charged for cash or check entries.

  • Receipts are not sent to the customers.

  • Memberships can not be recorded as Cash/Check sales with these steps. You can record Cash/Check Memberships on the Memberships>Members page. For more information, see How do I enter memberships paid by cash/check?

Questions? Click the "?" icon to contact Givebacks Support.

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