To access your cash balances, you must first navigate to the Shipping & Delivery Management Block and then select the Cash Ledger Block.
Managing the Cash Ledger Block
Managing your cash balances in MyBlackbird is easy and very similar to how you setup and run your product deliveries. To help clarify, here are a few important definitions:
Cash Balance - The amount of cash owed when a product delivery is created
Cash Delivery - A delivery of cash payment from the buyer to the seller that goes towards closing out the Cash Balance.
A Cash Balance can have multiple cash deliveries (like in the case where payment is made in increments over time), but a cash delivery can only be attached to one cash balance.
Navigating Cash Deliveries
In our example below we have an outstanding cash balance that is currently listed as:
Pending - This is because the product delivery that this balance is connected to hasn’t been delivered to the customer yet, meaning that cash isn’t yet owed to the seller.
Ready - Once a product delivery is completed, the cash balance can begin having cash deliveries requested for it.
To create a cash delivery for a cash balance, simply click on the blue Details button to take you to the balance's information page. From here, you can view the originating product delivery that created the cash balance, as well as begin creating cash deliveries from your customer to fulfill it.
To get started creating a cash delivery, simply click the green Request Delivery button in the top right corner.
This will bring up the cash delivery creation window where you’ll be able to select the cash amount you’re requesting to have delivered from your customer. You can either automatically request the full balance by leaving the “Total Amount” bubble checked, or you can enter a custom collection amount for a lower number if you’re being paid over multiple deliveries.
Important: When creating a cash delivery you are stating that the delivery for the amount indicated is ready to be picked up and transported, so don’t create cash deliveries until your customer has stated that they are ready for that amount to be paid.
Once you’ve created a cash delivery, you’ll see it listed on the cash balance page (as seen below). From here, you can view it like any other delivery within MyBlackbird. You’ll have a tracking link, details page, and downloadable manifest.
Like product deliveries, cash deliveries will show up on your deliveries dashboard so that you can easily track all deliveries that Blackbird is transporting for you at any given time.
You can see that our new cash delivery is now listed underneath the original product delivery on our Deliveries dashboard.
Learn more about cash balances and deliveries...
If you have any further questions, feel free to reach us anytime by clicking on the help chat in the bottom left of your screen. We’re always happy to help!