8. Entering a Payment
Each Payments database looks like the image below.
The layout is the same as the Good Food Box Customers database with a Quick Search at top right, and the Jump to... menu at top left.
NOTE: The most important button here is Add New which you need to click to enter a payment. A customer's payment is NOT in this database until it is entered by clicking Add New.
Once the Add New button is clicked, you are taken to a page that looks like the image below.
Enter the customer's payment details into the form.
NOTES:
Once you have completed the payment information, look at the buttons surrounded in red in the image above:
Save New - click this button to enter the payment details into the database.
NOTE: Pressing enter on your keyboard will NOT enter the details into the database, you must click the Save New button.
Cancel - click this button if you want to cancel what you are doing and return to the database.
In the image below, a payment of $7 from Juliette Walker for 1 small box to be picked up at All Saints has been entered: