Marking Client Payments as Paid SOP

Full

Marking contentClient Payments as Paid SOP

FieldDetails PurposeEnsure accurate and timely payment processing. Prevent duplicate billing or missed updates. ScopeAll client payments received via Website purchases, Zelle, Cash App.

Procedure

Step 1 — reviewReview notification,Payment acknowledgeNotification

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 checkmark,a check mark invoice✅ to indicate payment is being reviewed and processed.

Step 3 — Mark Invoice as paid,Paid

reply

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

Step 4 — Confirm Completion

Reply directly to the same notification with:

notes.

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

Important Notes