# Record a verified cash or check payment

Category: Billing

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

1. Open **Billing & Payments → Billing & invoices** and select the exact school and family.
2. Review the balance, open invoices and recent payments to rule out an existing entry.
3. Choose the action for a payment received **in cash** or **by check**, matching the actual evidence.
4. Enter the verified amount, received date and requested reference or note. Review invoice allocation if presented.
5. Confirm the family and amount; save once and wait for the result.
6. Reopen the ledger and confirm one payment entry, the correct balance and the intended invoice allocation.

## Verify the result

Receipt evidence and the single saved ledger entry match.

## If something goes wrong

Do not use this action for a pending card/ACH transaction or agency remittance. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: src/components/billing-workbench.tsx. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.