If a member pays outside of greekbill via check, cash, or an app, you need to manually post the member's payment on their account. This will give their payment a paper trail and make sure their balance is current. Posting the payment will reflect as a payment on their account history and reporting. This will also give you accurate tracking of your income for your budget.
Invoice Dashboard >
Chapter Collected Payments > Manage.
Select the Manage link and scroll or search for the member or members that paid outside of greekbill and move them to the right-hand column. Select Continue and select the bank account you deposited the payment into. (**This is intended to help you track your income for your budget, even though it was not processed through greekbill, selecting a bank account will include the posted payment in the income amounts)
Fill out the information for payment:
- Member ( this is selected on the first page of your roster)
- Payment Method (Cash, Check, or Other)
- Check Number (This is a reporting data point for your internal tracking if there is not a check number I would add something like CASH or 0000 for a Cash payment to help track the payment)
- Charge Amount (Amount of the payment)
Review the details and submit.
Note: You can write words in the check number box: Ex. CASH or PayPal. This is for internal records and will post on the member's account history.