How does Cash to Credit® work for Leaders?
Storefront Sales®
Leaders can convert remaining cash when closing out a storefront using the Close out Storefront button.
Individual Scout Sales
Leaders cannot convert cash for individual sales on behalf of Scouts.
Scouts or parents must complete those conversions in their own app.
Additional Notes for Leaders
Cash to Credit® payments are credited toward the unit’s Council bill.
Once the Council bill is paid, remaining amounts become available for payout.
Other key notes:
Cash sales made before a Cash to Credit® transaction can no longer be refunded.
Cash to Credit for Storefronts must be completed within 72 hours of midnight on the storefront date. For example, if your storefront ends at 6pm Saturday, you have until midnight local time on Tuesday to convert cash to credit.
Cash to Credit® points are distributed based on the storefront split method. See How Cash to Credit points work
Where can Leaders see all Cash to Credit® payments?
Leaders can view Cash to Credit® payments in a couple of places.
Option 1: Finances → Cash Held
Steps
Go to Finances from the main navigation menu.
Click the Cash Held box.
Detailed list of total cash collected from Sales is displayed, along with the Cash to Credit conversions.
Notes
Transactions appear once fully posted (2 full business days after the transaction).
You can see which Scout made the payment and whether the payment was from a storefront or individual sale
Pending credits can be seen by selecting Pending Transactions at the top of the Finances page.
Option 2: Under Each Scout or Storefront
You can also view Cash to Credit® payments for a specific Scout or storefront.
Note: Sometimes parents or leaders believe they did Cash to Credit and it is "missing". This is typically because they expect it to be showing under the storefront and it's under the Scout or the opposite. Below is a good way to check this.
Steps for Storefront
Go to the storefront.
Select the Cash tab.
Review the section titled Cash to credit conversions
Steps for Scout
Go to Scouts
Click on the Scout
Review the section titled Cash Management