Managing Offline Payments (includes printable SOP)

Managing Offline Payments (includes printable SOP)

This google doc-- Managing Offline Payments-- can be printed as a reminder of the steps to manage offline payments. This should happen as frequently as you recieve payments by check, cash, EBT, or other offline payments.

Steps include:
  • Login to GrownBy > Farmer Dashboard

  • Navigate to Customers

  • Search for name of customer who paid offline

  • Click their name, which will take you to customer detail page

  • Scroll to their paid invoice

  • Click “Mark Paid”

  • Enter check number or other information under Notes

  • Navigate back to Customers

  • Complete for all customer who used offline payments

  • Log out of GrownBy

You can see a video and more details here.
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