Record a cash or check payment

When a family pays in cash or hands you a paper check, record it against their plan so the balance is right. Recording a payment is bookkeeping: it never charges a card or moves money. This is for directors and school admins.

Record the payment

On the web, open the family's record, choose Billing, and find the Cash / check payments panel. Choose Record payment.

In the app, open the Billing tab, choose Family billing, pick the family, and tap Record cash / check payment under their plans.

Fill in:

• Apply to plan: which of the family's plans the payment goes against.
• Amount: the dollars you received.
• Method: Cash, Check or Other (offline). The app shows Other.
• Date received: today by default. Set it to the day the money actually came in.
• Memo (optional): a check number or receipt code, up to 500 characters.

Save with Record on the web, or Record payment in the app. Clear Day may ask you to Verify it's you first.

If your connection drops and you try again, Clear Day recognizes the payment it already has and doesn't record it twice.

See it on the family's balance

On the web, the payment shows in that family's Running balance ledger as an Offline payment, and lowers what they owe.

Where the financial reports went

Payments, payouts, refunds, disputes and balances now live in your Stripe dashboard, not in Clear Day. See Billing home for how to open it. The one report Clear Day keeps is the Revenue projection.