Taking cash as final payment
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Hello,
My client and I agreed to take final payment as cash. they already made a $50 deposit. how do I close this out in IO once they give me the cash?
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Anytime you take a payment that you need to "record" on the lead...go to the lead under payments and enter the payment info and type, amount, etc. press the + sign, and save.
Anytime you take a payment that you need to "record" on the lead...go to the lead under payments and enter the payment info and type, amount, etc. press the + sign, and save.
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