Chef Tai | Applying Payment

Purpose

To document the step-by-step process for applying payments to Dubsado for Chef Tai when clients do not pay directly through the platform.

Step-by-Step Process

1. Notification of Payment Received

• When you receive a notification from Chef Tai or the client that a payment has been made outside Dubsado, prepare to apply the payment manually in the system.

2. Sign In to Pzato

• Access the Dubsado account using the most up-to-date login credentials.

3. Locate the Project

• Navigate to the Projects section.
• Identify the specific project associated with the payment by checking the client's details or project name.

4. Mark the Project as Completed

• Once you've located the project:
  1. Open the project.
  2. Confirm that it has been completed.
  3. Mark it as Completed in Dubsado.

5. Apply the Payment

• Go to the Invoices section for the project.
• Select Apply Payment.
  • Payment Method: Choose the correct method (e.g., Check if the client paid by check).
  • Payment Date: Use today's date or the date specified by Chef Tai.
  • Amount Paid: Ensure the full payment amount is accurately recorded.

6. Verify the Payment

• After applying the payment:
  1. Go back to the Projects section.
  2. Check under the Completed tab to confirm the project has moved with the updated payment details.

7. Additional Steps for Remaining Projects

• Review any other pending projects in the Upcoming or Ongoing section:
  • Verify if payment has been received.
  • If payment is confirmed and the event date has passed, mark them as completed.

Notes

• Payments for events should automatically move to the Completed section within three days of the event. If not, follow the manual process outlined above.
• Always double-check payment details (e.g., amounts, methods, and dates) to ensure accuracy.

End of SOP

For any issues or questions, please reach out to Chef Tai directly for clarification.