When a client pays with cash or a check, you manually record the payment in the system. The process is similar for both — the difference is the documentation.

Recording a Cash Payment

1. Open the Client's Billing Tab
   Navigate to the client and click Billing.
2. Click + New Payment
   Open the payment form.
3. Enter the Amount
   Enter the cash amount received from the client.
4. Select "Cash" as Payment Method
   Choose "Cash" from the dropdown.
5. Add Notes (Recommended)
   Note what the payment is for (e.g., "Service fee for March visit").
6. Click Record Payment
   Submit the payment. The balance updates immediately.

Recording a Check Payment

The process is the same as cash, with one addition:

1. Follow the Same Steps
   Open billing tab, click New Payment, enter amount.
2. Select "Check" as Payment Method
   Choose "Check" from the dropdown.
3. Enter the Check Number
   A "Check Number" field appears. Enter the number printed on the check (usually in the top-right corner).
4. Record the Payment
   Click Record Payment. The check number is stored for reference.

Making Change for Cash

If a client pays more than the amount due (e.g., $50 bill for a $35 charge), give them change and record only the amount owed. Do not record the full $50 — record $35.

Quick Reference

Payment Type	Required Info	Special Notes
Cash	Amount, description	Record immediately after receiving
Check	Amount, check number, description	Store check securely until deposited