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Seasonal sales playbook

5.2 Check the transfer receipt

0:47 long·Real screen recording from the app

Spot a fake alert before the goods leave.

Transcript

Activity 5.2. Check the transfer receipt before goods leave.

A customer says they've sent a transfer? Before the goods leave, open Sales and Customers, Check a Transfer Receipt.

Upload the receipt: the PDF from their bank app, or a screenshot. Then type what they are paying.

Green, looks genuine: credit it to the customer. Orange: check your own bank app first. Red: do not hand over the goods.

A credited receipt waits for the bank until your statement shows the money. For anything big, wait until you see it.

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