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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts. ….$7
Receiving Payments, Crediting Customers, & Processing Refunds
Approximately 19 minutes:
- Receiving funds, matching & linking to Invoices
- What if there’s no Invoice?
- Exact steps to follow for accurate matching
- What to do with overpayments or underpayments
- Applying credits or discounts
- Understanding “Undeposited funds”:
- Getting your dates right
- Accumulating payments for deposit
- Making your books match the bank’s books
- Choices to make inside the 2 deposit screens
- Grouping different kinds of payments
- What to do if your credit card company deducts fees
from payments you receive - Customer credits and refunds
- How to enter Customer Credits that reduce income
- How to enter a refund to a Customer
- How to enter bad debt write offs
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