"When a deposit and final payment use different methods"
"Source","https://bluefinchadvisors.com/blog/dual-pricing-deposit-final-balance-payment-method-change"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Internal job reference","Estimate version","Customer deposit credit","Final payment method","Provider-confirmed allocation rule","Verified remaining balance","Missing required fields"
"Demo wrap job","Revision 2","$600","Cash","Pending provider example","Not verified","None"

"Use this worksheet"
"Use internal references, not payment credentials or private customer details."
"Follow the merchant's approved program and actual provider instructions."
"Resolve differences before treating a test as complete."

"Sources"
"Visa: surcharging and cash-discount distinctions","https://usa.visa.com/dam/VCOM/global/support-legal/documents/merchant-surcharging-qa-for-web.pdf"
"IRS: business recordkeeping","https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping"
"BlueFinch: Savings Audit methodology","https://bluefinchadvisors.com/tools/small-business-savings-audit"