Cash Receipts
The Cash Receipts tab on Accounting lists received event payments that still need QuickBooks review. Each row lets you check a payment's event, client, amount, and accounting status before taking action.
Payments in the list
This list contains paid event payments, including paid payment schedules, that have not been successfully recorded through this accounting process. It does not list retail-plan payments or tip-only payments. Failed receipts remain in the list so you can review the problem.
Use Refresh to load the latest information. A receipt that has been synced or marked already synced no longer appears in this workspace list.
Read the table
Payment date is the date the payment was recorded as paid.
Event identifies the event and its status. Select the event name to open it.
Client identifies the client selected for accounting. A Signer label identifies the contract signer, and an additional-client count indicates that the event has other clients.
Payment identifies the received payment.
Amount is the post-refund base amount applied to the event balance. It excludes tips and application fees, so it can differ from the total collected by the payment processor.
QuickBooks shows invoice or payment references when available.
Status tells you what is ready or what needs to be resolved.
Action opens the receipt review or the page needed to address the status.
Receipt statuses
Ready to sync receipt means the required setup and client connection are present. Select Review to check the details before syncing.
Needs client means the event needs a FlowerBuddy client for this receipt. Open the event and review its clients. Needs QBO customer means the selected client needs to be connected to a QuickBooks customer; open the receipt review to manage that connection.
Needs setup directs you to the Accounts tab to complete the deferred-revenue settings. Failed means the previous attempt did not complete; open the review and read the displayed error before retrying.
The Ready for review and Needs attention counts summarize the current list. They are not payment totals.
Review a payment
Follow Review and sync a cash receipt to create the corresponding QuickBooks records. If the receipt was already entered in QuickBooks outside FlowerBuddy, use Mark a cash receipt already synced instead to avoid creating duplicate records.
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