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.
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
What to do on Distribution Day (includes printable SOP)
You can view a printable SOP in Google Docs. Get orders on the truck/ready at the farm Login to GrownBy Navigate to “Distributions” Navigate to “Daily Summary”. Review and export, as necessary, “Daily Summary”. The daily summary includes all the ...
Configuring Payments: Stripe Connection, Payment Settings, and Offline Payments
The third step to getting set up in GrownBy is to configure payments. You will not be able to proceed until you've connected with Stripe. Note: You may already have a Stripe account that you use with a different software or service. For GrownBy, you ...
App-Based Sign-In and Managing Distributions
Managing Distributions When it’s time to deliver your products, GrownBy has many options to help you keep tabs on the process. GrownBy offers a couple of different options for managing Sign-in sheets/record keeping during your distributions. Our ...
Subscription Payment Configuration and Proration
This article covers the different types of billing options available for subscriptions in GrownBy 3.0. Additionally, it provides details about proration. Billing Options: All shares have the pay-in-full option. If you toggle Pay Monthly or Pay ...
The Invoices Tab on GrownBy
One of the most important parts of GrownBy is the ability to view and manage your customers’ invoices. This article will show you how to: View past and future invoices Check for and encourage customers to pay past due invoices Export your invoice ...