Updating Past Due Payment Dates
When an overdue client payment is finally received, Cash Manager lets you add the payment and update the transaction date to match when the cash actually reached your account. In this video, we show how to record a previously overdue receivable, why scheduled transactions initially use their expected date, and how to adjust that date when needed. You’ll also see two ways to make the update, allowing you to choose the workflow that fits how often you maintain your Cash Manager account.
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