To view cash and credit card payments you will need to setup the payments settings in Crittah.

View Payments

Navigation: Finance→ Payments

Role permission required : CashManager, Finance

To view all credit card and cash payments you can navigate to Finance→ Payments.

Cash payments

On this screen you can view all cash payments and the current status of those cash payment (i.e. "Driver Collected" or "Office Collected"). These two statuses help you keep track of payment that have been made by cash and whether the cash is still with the driver or collected by the office.

Credit card payments

You can also view the credit card payments on this screen. The last two tabs provide a record of all credit card payments and credit card errors.

Collect Cash Payments from Driver

Navigation: Finance → Receive Cash Payments

Role permission required : CashManager

When drivers pay for jobs by cash they select the pay button in the Crittah app and then select cash and enter the cash amount. These payments are recorded and the states of the payment is set to "Driver Collected". It is important to keep track of cash payments and have a process in the office to receive the cash from the drivers and updated these payments to "Office Collected" so you can confirm that the business has collected the cash.

Once the driver returns to the office you will need to collect the cash from the driver and update the cash payment to "Office Collected".

As you click on each cash payment row a total will appear at the bottom right of the screen. You can also click on the up arrow at the bottom of the screen to view a summary total per driver.

To confirm the collection of the cash check the boxes next to each cash payment received and then finally click on the "Confirm Collected" button at the bottom right of the screen. This will change all of the payments selected to "Office Collected"

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