How do I record cash payments for Memberships?

SOP: Collecting Cash Payments for Memberships

To successfully collect cash payments for memberships without charging the customer's card on file and ensuring accurate record-keeping.

Ensure that the customer has provided at least the billing address.
Add the membership details, such as the price, billing cycle, and any adjustments needed.
Adjust the billing cycle date and consider prorating if necessary.
If adding a free trial, select the option to email the invoice to the customer for manual payment.
Create the membership and make a note of the payment method (e.g., Venmo).
Mark the payment as paid on the designated date outside of the payment system.
Monitor upcoming billing cycles and mark payments as paid accordingly.

Ensure that the customer has provided the billing address for the cash payment to be processed.
Be cautious when selecting the payment method to avoid charging the customer's card on file unintentionally.
Keep accurate records of the payment method used by the customer for future reference.

Utilize the email invoice option for manual payments to avoid charging the customer's card on file.
Regularly check and mark payments as paid to maintain accurate billing records.
Organize invoices under the membership or billing section for easy access and tracking.