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Payment Processing That Actually Works

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What you’ll get out of this

• Zero-fee payment processing with cash, digital transfers, and credit terms
• Manual reconciliation tools that keep your books clean and audit-ready
• Automated payment reminders and collections workflow for credit customers
• Complete payment tracking with detailed audit trails for compliance

Forget complex payment processors with hidden fees. DeelRx CRM handles the payment methods operators actually use: cash, digital transfers, and credit terms.

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Payment Methods: Real World Solutions

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Cash Payments (Zero Fees)

The king of payment methods: Advantages:

• No processing fees (100% of payment is yours)
• Instant settlement (no waiting for funds)
• No chargebacks or disputes
• Works everywhere (no internet required)
• Customer privacy (no digital trail)

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Digital Transfers (Fast & Trackable)

Modern cash alternatives:

• Venmo - QR codes and instant notifications
• CashApp - $cashtag integration for quick payments
• Zelle - Bank-to-bank transfers (usually instant)
• PayPal - Invoice generation with payment links

Pro tip: Use order numbers as payment references for easy reconciliation.

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Credit Terms (Extend Smartly)

For trusted customers who pay later:

• Net 15/30/60 payment terms
• AI-suggested credit limits based on history
• Automatic payment reminders
• Collections workflow for overdue accounts

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Quick Payment Processing

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Cash Sales (Instant)

For in-person transactions:

1. Ring up sale with products and quantities
2. Select “Cash” as payment method
3. Enter amount received and calculate change
4. Complete sale - payment recorded instantly
5. Print receipt (optional)

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Digital Payment Collection

For remote or preferred digital payments:

1. Create order in DeelRxCRM
2. Send payment request with reference number
3. Customer pays via their preferred app
4. Screenshot confirmation when payment received
5. Mark order paid in DeelRxCRM with reference

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Credit Sales

For established customers:

1. Check available credit before processing
2. Create order with payment terms
3. Invoice generated automatically
4. Payment reminders sent per schedule
5. Mark paid when payment received

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Manual Reconciliation: Keep Books Clean

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Daily Cash Reconciliation

Match your physical cash to your digital records: End-of-day process:

1. Count physical cash in drawer/register
2. Check DeelRxCRM totals for cash sales
3. Account for change fund if applicable
4. Note any discrepancies and investigate
5. Export daily summary for accounting

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Digital Payment Reconciliation

Match app notifications to DeelRxCRM records:

• Check payment apps for incoming payments
• Match reference numbers to orders
• Update DeelRxCRM with payment confirmations
• Screenshot evidence for your records
• Export reports for clean books

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Fee Structure: No Surprises

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Current Fees (Manual Payments)

All manual payment methods: $0 platform fees

• ✅ Cash: $0 (obviously)
• ✅ Venmo: $0 platform fee
• ✅ CashApp: $0 platform fee
• ✅ Zelle: $0 platform fee
• ✅ PayPal: $0 platform fee

Note: Third-party apps may charge their own fees

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Coming Soon: Card Processing

When card processing launches:

• Competitive rates (2.9% + $0.30 or better)
• No monthly fees or hidden charges
• Same-day deposits for most transactions
• Manual methods stay free forever

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Collections & Follow-Up

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Automated Reminders

Stay on top of overdue accounts:

• Friendly reminders 3 days before due date
• Past due notices 5 days after due date
• Final notices 15 days after due date
• Customizable messaging by customer relationship

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Payment Plans

Help customers catch up:

• Flexible schedules based on situation
• Automatic tracking of plan progress
• Good faith restoration of credit when complete
• Documentation for tax write-offs if needed

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Best Practices

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Cash Management

1. Daily deposits to reduce theft risk
2. Consistent counting procedures
3. Secure storage for overnight cash
4. Insurance coverage for cash losses
5. Audit trail for all cash handling

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Digital Payments

1. Consistent references for easy matching
2. Screenshot everything for proof
3. Quick reconciliation (daily if possible)
4. Customer education on payment methods
5. Backup methods when primary fails

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Record Keeping

1. Daily reconciliation of all payment methods
2. Monthly reports for accounting
3. Annual summaries for tax preparation
4. Backup copies of all payment records
5. Audit preparation with clean documentation

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The Bottom Line: Payment processing doesn’t have to be complicated or expensive. DeelRxCRM handles the payment methods real operators use, with reconciliation tools that keep your books clean and your accountant happy. DeelRxCRM: Your hustle, your data, your rules.