Cash/Check Payments from members

How to add cash or check payments?

Pay by check orders (not allowed for recurring payment SKUs) will create a subscription, but not fund the box credits until payment, either in full or partial, is posted to the member cash account.

Full payment:

If you've received a full cash or check payment from your member, you'll need to post that payment in the member's cash account.  Under the "Subscription Details" menu click "Cash Account," then, "Add Credit."

Enter the amount, payment type, check number (if applicable), memo, and then click "Submit." With full payment, this will bring the cash account balance to zero and release all box credits associated with the SKU.  


For partial payments:

In partial-payment situations, you'll need to post the cash or check amount to the member's cash account as indicated above (to reduce their outstanding balance) and then ADD Deliveries to the subscription. Many farmers add a corresponding number of credits, like if 1 of 3 payments is received, then add ⅓ of the seasons box credits.

To add deliveries, navigate to your member's subscription page, click on "Subscription Payments," then click "Add Deliveries." Use the "Advance from Due" payment type option, specify the number of delivery credits to be released, add a memo for reference, and then "Submit." When the balance due is zero, the subscription's credits will be released (less the credit count advanced.)


The reason why we advance from due credits, is because until full payment is made for the share, the delivery credits are withheld from the member's subscription. This is the way that we ensure you get paid before members receives product. Once full payment is made, the system will then deposit the credits into their subscription automatically.
 "Advance from due' is only used for when the season begins before all payments are made. Remember - the system will auto deposit the delivery credits once the FULL payment is made. What advancing from due does it is will reduce the amount of credits that are auto deposited once the full payment is made. So for example, there are five deliveries before the last payment is required, meaning you need to advance from due 5 credits on one of the installments; when that final payment is entered, the correct number of remaining credits are deposited automatically and we no longer will need to advance from due. 
When someone pays in full all at one time, you will not need to advance from due because the system will auto deposit the delivery credits once full payment is made. You only need to advance from due on the first 1-3 installment payments. You will never need to advance from due on the final installment payment or on a full payment. 
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