Video: Recording a Payment

Here's how to record a check or cash payment in CMS Cloud. Start by finding the family. Type a few letters of their last name in the search bar at the top, then pick them from the list. This opens the family's page. The Transactions tab shows every payment they've made. To add a new one, click Plus Payment. The date starts as today. Enter the amount, choose how it was paid, and add the check number. Next, pick a category. Just start typing and choose from the matches. The amount carries over on its own. CMS turns on the receipt and picks a thank-you letter for you. You can switch to a different letter right here. When it looks right, click Save. And there it is. The payment is on the family's record, with its receipt number. That's all it takes. Recording a payment takes just a few clicks, and the payment, its receipt and the thank-you letter all stay together on the family's record.