In MoverMate CRM, when a driver collects cash from a customer, the payment status is initially set to “Cash Collected.” Once the driver submits the cash to the office, you can update the status to “Cash Deposited.” Here’s how to do it:
Steps to Mark Cash as Deposited
1. Access the Payments Table
From the left-hand menu, go to the “Payments” section.
You’ll see a table listing all recorded payments.
2. Locate the Payment
Search for the payment entry with the status “Cash Collected.”
You can use the Search Bar to quickly find the relevant payment by entering the job ID, customer name, or invoice number.
3. Open the Payment Actions Menu
Next to the payment entry, click the three-dot menu (⋮) on the right-hand side.
4. Select “Cash Deposited”
From the dropdown options, click on “Cash Deposited.”
The status of the payment will update from “Cash Collected” to “Cash Deposited.”