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 or on the Cash tab of the Storefront. The buttons will be available once the reservation ends.
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.
Leaders can refund Parent Cash to Credit transactions on the same day of the transaction only. Beyond that, refer the issue to our support team.
Other key notes:
Cash sales made before a Cash to Credit® transaction can no longer be refunded, unless the Cash to Credit transaction is refunded. If Cash to Credit is refunded, the cash sales can then be refunded also.
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 for Storefronts in the Leader portal will activate once the reservation ends. Even if there are empty slots at the end of the shift, the functionality will not appear until the end of the reservation.
Cash to Credit® points are distributed based on the storefront split method. See How Cash to Credit points work
Leaders and Scout parents both receive an emailed receipt for the Cash to Credit transaction.
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, review the Total Converted amount.
Detailed list of total cash collected from Sales is displayed, along with the Cash to Credit conversions.
Notes
Transactions appear in the cash held box 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 (those less than 2 full business days) can be seen by selecting Pending Transactions at the top of the Finances page.
Add the Pending Transactions to your Total Converted under Cash Held to get your total cash that has been converted credit
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
Troubleshooting
If there are cash sales that have not already been converted to credit, the Cash to Credit button should appear automatically.
Common Reasons the Button Doesn't Appear
All cash sales have already been converted to credit Once every eligible cash sale has been converted, there is nothing left to convert, so the button no longer displays.
Another Scout already converted the cash (Storefronts only) On Storefronts, all Scouts working that shift can see the Cash to Credit option and convert available cash. If another Scout already converted it, the button will no longer appear for the rest of the group. A Scout should never convert more cash than they physically have in hand. A leader can check the Cash tab (see below) to confirm whether this happened.
Sales were moved from Individual to Storefront after conversion If Cash to Credit was completed on individual sales, and those sales were later moved to a Storefront, the converted amount does not move with them. This can make it look like the Scout converted more cash than they have sales for. When cash due is zero or negative, the button will not appear.
Sales were moved from Storefront to Individual after conversion The reverse also applies. If Cash to Credit was completed on a Storefront, and those sales were later moved to Individual, the converted amount stays with the Storefront. This can make it look like more cash was converted than there are sales for. When cash due is zero or negative, the Cash to Credit option will not be available.
Checking the Details
Leaders can review the Cash tab under a Scout or Storefront to help troubleshoot which sales were converted and when.