Confirming cash payments and refunds. How can I delete failed payments? What is a bill? How to confirm referrals. Pending store orders.
The To-dos section contains items that require attention from you.
If there are any actionable items on the system, such as confirming store orders, referrals, offline payments, etc., you'll be able to view and manage them all from this convenient section.
Your To-Dos will also show up on the dashboard. Each category displays the number of items that require attention.
You may be familiar with seeing these items in different areas of your account. If so, we'd suggest reading Transitioning to To-Dos to review the list of items that have moved over to the To-Dos section.
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How to use the To-Dos section
Let's take a look at each menu item in this section:
Offline Payments. Offline payments allow you to track and record payments made outside of TeamUp (the most common example is Cash). A pending offline payment is a payment that is awaiting confirmation that it has been paid to your business. From this section, you'll be able to confirm your pending offline payments or void them if they're no longer necessary. For more information, see Confirming pending offline payments.
Offline Refunds. Offline refunds are handled in person and need to be confirmed manually once paid in order to be included in your monthly revenue reports. See Confirming offline refunds for more details.
Open Invoices. These are invoices that must be paid by the customer. For example, a card payment that is being retried because it failed will drop into the Open Invoices section. If there are no Open Invoices, this section will not be visible under To-Dos.
Bills. Bills are relevant for processors that don't allow saving payment details, like PayPal. They are generated when it's time for the customer to make a recurring payment (for example, a monthly membership that they pay for with PayPal)--these customers will need to log in and pay their bill manually.
Failed Payments. Failed payments are payments that have failed and are not being retried. For all available actions, please see Open Invoices - Failed payments.
Store Orders. Store orders that haven't been marked as paid* and/or delivered will appear in this section. For further details, see Managing store orders.
*Please note that only cash payment orders will need to be marked as paid. Orders paid via an online processor will be automatically confirmed and will only need to be marked as delivered.
Referrals. When one of your customers refers someone to your business, you will need to confirm the referral to apply the rewards to both parties. For more information on how this works, head to How to confirm referrals.
Not using Referrals yet? Check out our Introduction to Referrals for more information.