Leaders can view Cash to Credit® payments in a three 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: Finances → Cash Held → See Full Breakdown
Provides more details than option 1 and includes a view of all Cash statuses by Scout and Storefront location.
Steps
Go to Finances from the main navigation menu.
Click the Cash Held box
Click the See Full Breakdown button in the top right.
Detailed table showing the status of all Cash is displayed (both storefront and individual):
Cash sales = All cash sales
Cash adjustments = Sum of starting cash and any subsequent adjustments
C2C transactions = Sum of all Cash to Credit conversions
Cash collected = Sum of cash marked collected on the Cash tab
Uncollected cash = Sum of any cash left uncollected and unconverted
Unconverted cash = Cash sales minus Cash to Credit transactions
Notes
This page can be exported to CSV
Click View Cash Transaction History for even more details - every cash transaction
Option 3: 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