Logging Transactions (Cash, Check, etc) Paid Outside of Chalk It Pro

SOP: Logging Transactions (Cash, Check, etc) Paid Outside of Chalk It Pro

To accurately record cash transactions, check transactions, or any other transactions paid outside of CHALK IT PRO.

Navigate to the customer's billing area and go to the "Invoices" section.
Click on the "Create New Invoice" button (only available to admins).
Select the option to "Record a Payment".
Add a note indicating the payment method (e.g., paid in cash).
Add a product from the store or a generic invoice line item.
Click on "Invoice Now" to create the invoice.
Check the "Invoices" section to see the invoice marked as paid with a record of the total amount.
Click on "Details" to view the invoice labeled as paid outside of Stripe with the note included.

Ensure that the payment method is accurately recorded in the note to maintain transparency.
Double-check the invoice details before finalizing to avoid errors in recording the transaction.

Utilize the "Create New Invoice" button for easy access to the invoicing process.
Keep the note concise but informative to provide necessary details for reference.
Regularly review the invoices to ensure all transactions are accurately logged and marked as paid.