Manually Adding a Zelle Payment

Modified on Tue, 29 Apr at 12:25 PM

You can accept payments from your clients via Zelle and easily record a payment. Simply update the payment status of your invoice once you are paid.


When a customer pays you via Zelle, you’ll receive an email notification that confirms proof of payment. Since Zelle is a separate application, add your Zelle payment to your invoice in just a few seconds.


To manually record a payment made via Venmo, follow these steps:

  1. Log in to your account
  2. Click on the designated unpaid invoice for which you received payment
  3. Click on Add Payment next to the invoice
  4. Select Zelle from the drop-down menu
  5. Enter any Internal Payment Notes
  6. Click Add Payment 


Once you manually update your payment, the balance due will reflect $0.00, and the invoice status will update to PAID. Your payment history will be below the invoice when viewed in your dashboard.



If you ever want to disconnect Zelle as a payment option in the future, you can do so under your Payment Methods from the Settings menu.

 

Invoice Maker makes it easier than ever to accept credit card and Square payments directly through our app. When you accept credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

 

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