Cash
The first in-person payment option is by Cash. Once a specific amount of cash is collected, you will click on the "Cash" option under the payer's card and type in that amount, and any memo that you wish to share directly on the receipt.
2. Click on "Record Payment" and immediately that payment is recorded and a receipt is generated.
3. That receipt will now remain under this case so you may view it and print it out for your records any time, and it also gets sent to the payer in the same format that they were invited to help on the case: via text, via phone, or via both. You will also have the option to "Adjust Payment" from this window as well if you need to update the amount that was paid. If an adjustment is made, a new receipt will be created and shared with the payer once again.
4. You may continue and add more payments for the same helper on this window by clicking on "+ Add New Payment" option on the bottom. Otherwise you can move on and add a new payer to continue to contribute to this contract total.
5. Lastly, you will now have live updates on the left hand side, on the payment summary window. Each Cash payment has a three dot menu next to it just like the contract line, and from here you have the options to View Receipt, Adjust Payment, and Remove Payment.
