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