Processing a cash payment Count money with client, add to Salesforce, print receipt for client, deposit money. Processing a Zelle payment (they are supposed to upload a picture of Zelle payment) Verify that funds have arrived to Zelle email, move payment email to processed on “SF folder”, add payment to Salesforce, add note to client's invoice with screenshot. Processing a refund Contact Rios, Geo, or Flor Dealing with a duplicate payment created by mistake Contact Rios, Geo, or Flor Correcting an incorrect payment method Contact Rios, Geo, or Flor Processing payments/deposits with multiple methods (cash/zelle/CC/DC) at the same time Count money with client, add to Salesforce, Verify that funds have arrived to Zelle email, move payment email to processed on “SF folder”, add payment to Salesforce, add note to client's invoice with screenshot, print receipt for client, deposit money.

Processing a cash payment

Processing a Zelle payment

Processing a refund

Dealing with a duplicate payment created by mistake

Correcting an incorrect payment method

Processing payments/deposits with multiple methods (cash/zelle/CC/DC) at the same time

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