Primary Audience: Administrators, Salespeople
Collect Over-the-Counter Payments (Agvance and AgVantage only)
Now Admins have added flexibility when collecting over-the-counter payments. Conveniently process all customer payments through the Team Hub as “unapplied cash” or associate payments with a specific invoice. If you’re interested in this, let your Partnership Manager know.
There are also two options for collecting over-the-counter payments within the platform: "Free form", and "Invoice Required". Be sure to work with your Partnership Manager to select the right configuration option for your organization.
Here are the workflows for each option:
Free Form:
- Select “process payment”, then select “current client” or “new client”
- Fill out required information
- Funds will go to “unapplied cash” (Agvance only)
This is what the "Process Payment" modal looks like for current and new clients with the Free Form method:
Invoice Required:
- Select “process payment”
- Choose Client
- Choose invoices to pay
- Continue to payment processing screen
This is what the "Process Payment" modal looks like for current and new clients with the Invoice Required method:
In both approaches, proceeding by clicking "Next" would allow the user to complete the transaction.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.