Marking Client Payments as Paid SOP

Marking Client Payments as Paid SOP

Field	Details
Purpose	Ensure accurate and timely payment processing. Prevent duplicate billing or missed updates.
Scope	All client payments received via Website purchases, Zelle, Cash App.

Procedure

Step 1 — Review Payment Notification

Verify notification from source. Confirm client name, payment amount, and ensure it matches the correct invoice/account.

Step 2 — Acknowledge the Notification

React to the payment notification with a check mark ✅ to indicate payment is being reviewed and processed.

Step 3 — Mark Invoice as Paid

Once fully verified, locate the corresponding invoice and update the status to "Paid".

Step 4 — Confirm Completion

Reply directly to the same notification with:

This ensures visibility, accountability, and confirmation for the entire team.

Important Notes