7.8 - Payment Processing Guide for Buyers

Key Steps

1. Access Buyers Tab 0:09

• Navigate to the 'Buyers' tab at the top of the screen.

• Search for the buyer using:

  • Scrolling through the list.

  • Entering a Bit number.

  • Searching by the name of the buyer.

2. Add Payment for Buyer 0:25

• Select the buyer (e.g., Bonnie's farm).

• Click on 'Add Payment' on the right side of the screen.

3. Enter Payment Details 0:35

• Input the payment amount (e.g., $50).

• Specify the item purchased (e.g., ladder).

• Choose the payment method (e.g., cash).

4. Generate Receipt 0:46

• Click on the three dots next to the payment option.

• Select 'Add Payment and Generate Receipt'.

• Wait for the receipt to load.

5. Confirm Payment Status 1:10

• Verify that the amount due is zero and the payment method is correct.

• Return to the previous screen to confirm the payment has been recorded.

6. Mark Payment as Completed 1:27

• Change the status from 'Sold' to 'Paid'.

• Mark the payment in red to indicate it has been completed.

7. Process Additional Payments 1:35

• Repeat the payment process for other buyers.

• Choose the appropriate payment method (e.g., card, check, electronic funds transfer).

8. Generate Invoice or Receipt 2:17

• Use the three dots to view or generate a tax invoice or tax receipt.

• If sending via email, enter the email address and click 'Send Email'.

9. Update Business Contact Information 2:56

• If adding an email address to the Agronauts business, click 'Update Business Contact'.

10. Edit Payment Details if Necessary 3:12

• Click on 'Review Payment' to edit or delete payment details.

• Adjust payment date or other relevant information as needed.

Cautionary Notes

• Ensure all payment methods are accurately recorded to avoid discrepancies.

• Double-check buyer details before processing payments to prevent errors.

Tips for Efficiency

• Familiarize yourself with the interface to speed up the payment process.

• Use keyboard shortcuts where possible to navigate quickly between tabs.

• Keep a checklist of common payment amounts and methods to streamline data entry.

Link to Loom

https://loom.com/share/6131cd6e83a647e8b30c014cd7648277