This feature is included in the Scale pricing plan. It is not included in the Launch & Grow plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
What’s the proper way to record a check/cash payment due on a payment plan?
Although payment plans are designed to be paid with a debit or credit card, you may encounter a customer who wants to pay in cash. To record a cash payment on a payment-plan order that's otherwise being paid with a card, follow the steps below to replace an upcoming credit card transaction.
- Make sure you're set up to accept a Customer Payment Method (such as cash)
- Navigate to the order that you're looking to record this payment for. You can do this by going to Contacts, click on the customer, then select Orders on the top menu, or go to Financials then Orders and search for the order.
- Use the Receive Payment button in the Payment Activity section of the Order page to record the cash payment
- Next, zero out or cancel the installment that this transaction is replacing
Watch out! That will reduce the order total and the corresponding remaining balance.