Where can Leaders see all Cash to Credit payments?

There are several places to see all of your Cash to Credit payments.

Option 1: Account Summary > Full Breakdown

• Steps
  • Go to Account Summary
  • Click the 'Full Breakdown' button. 
  • On the right side, click the arrow to expand the Cash to Credit Payments section.
• Notes
  • Transactions show here once they fully post to the account
  • Pending credits do not show in this area > see option 2
  • You can see whether the Cash to Credit payment was recorded at a Storefront or for a Wagon/Scout sale, as well as which Scout entered it. 
    

Option 2: Account Summary > See Payout Details

• Steps
  • Go to Account Summary
  • Click the blue font that says 'See Payout Details'
• Notes
  • This view shows details of all credits you have received, including Cash to Credit
  • This information can be downloaded by clicking the download icon in the upper right.
  • Once downloaded, you can sort or filter to see only the 'Parent Pay Now Payments' (aka Cash to Credit).
  • You can see pending credits here.
  • You can see the Scout that entered the transaction.

Option 3: Under each Scout or Storefront

• Lastly, you can see Cash to Credit payments under the particular Storefront or Particular Scout.
• Steps
  • Select 'Manage Cash' under either the Storefront or Scout
  • Select 'View History'