You Asked, We Listened: Vanco's One-Stop Shop Makes Accepting Cash and Checks a Breeze
You asked, we listened, and enhanced your one-stop shop for all school fees and payments with the ability to accept and track cash and check payments right in your Vanco Web Store. Vanco is excited to announce that we now offer Web Store clients the ability to track cash and check payments in our Transaction Detail by Department Report. Web Store's Order Entry now supports both cash and check payment types, enabling districts to accept and track in-person payments.
See how you can start tracking cash and check payments in this short video.
Key Benefits:
- Easier reconciliation of all payments
- Eliminates need for third-party tracking of cash and checks
- No process changes to existing workflows
- Simple reporting by payment type provides enhanced visibility
What's Happening:
- Web Store's Order Entry now supports both cash and check payment types, enabling districts to accept and track in-person payments.
- We made sure not to cause any changes in the current process to make this a seamless integration for you. This new feature is an additional functionality you are welcome to use.
- The current receipt templates will not reflect cash and check payment types.
- Cash and check transactions can now be recorded and reported on in the Transaction Detail by Department Report.
How to Use Order Entry for Cash and Check Payments in Web Store:
For Cash Payments
Step 1: From the home screen, select "ORDER ENTRY" in the navigation menu on the left.
Step 2: In Order Entry, select item to purchase, save in cart, and proceed to checkout.
Step 3: Once in the CXP checkout screen, review the order summary and select your payment type.
Step 4: If using the “Cash” payment type, enter the payor in the “Paid By” field, and any applicable notes in the “Notes” field, once reviewed, click “Complete Payment” to complete the payment. (Any notes you include in the 'Notes' field will appear on the customer's receipt.)
Step 5: Upon successful order entry, you will go to the Receipt page and select to email, print, or download the receipt. All receipts will reflect the payment type and details that were entered during the check-out.
For Check Payments
Step 1: From the home screen, select "ORDER ENTRY" in the navigation menu on the left.
Step 2: In Order Entry, select item to purchase, save in cart, and proceed to checkout.
Step 3: Once in the CXP checkout screen, review the order summary and select your payment type
Step 4: If using the “Check” payment type, enter the name on the check in the “Paid By” field, and any applicable notes in the “Notes” field, once reviewed, click “Complete Payment” to complete the payment. (Any notes you include in the 'Notes' field will appear on the customer's receipt.)
Step 5: Upon successful order entry, you will go to the Receipt page and select to email, print, or download the receipt. All receipts will reflect the payment type and details that were entered during the check-out.