WEIBOOK VIDEO · WEIACADEMY

Loans to team members

4. Sales, cash register, and billing

In this video, you will learn how to record and review loans to team members in WeiBook. We will show you: • How to record a loan from the cash register reconciliation • How to select the team member and payment method • How to add notes and supporting documents for the loan • Where to review each team member's history and account statement A practical process for keeping your team's loans clear and organized.