Grass Roots Survey Mobile App

A Check Comes In

Updated on

1. Make sure there is an active order for the check

  • Go to Account in Handycapable SF
  • Look for order with this pricetag
  • Mark the order as complete- if it's pre-paid, mark is as activated > complete; if it's monthly payment or other payment plan, Draft > Paid
  • If there is no active order, create one, including order products for the order.

If it isn't deposited by Mobile

2. Fill out Deposit Slip

  • Deposit the money in the acct ending in 5660 at BBT
  • Name on the deposit slip: Patricia Perkins
  • Write the name of the org on the slip

3. Deposit in the bank

  • On back of the check: Write: FOR DEPOSIT ONLY TO THE ACCOUNT OF PATRICIA PERKINS
  • Write title of org on the deposit receipt
  • File the stub, deposit receipt in the NP shelf on the desk in ofc.

 

Deposited by Mobile

  • Is there an active order? No, create one. Yes, mark it according to Payment Type instructions next to the Status field.
  • Be sure to add Order Products
  • If you are logging a check, then you can mark the Pre-Paid orders PAID.

Log also the money as an Opportunity