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Record payments

  • December 27, 2024
  • 2 replies
  • 19 views
Myraida

Can I record a payment from my client who made the payment through Zelle instead of paying the recurring invoice?

Best answer by Matthew Eriksen

Hey ​@Myraida, yes! I do this all the time. Piggy backing on Diana’s instructions here are the visuals of what that looks like in practice:

You an either click the 3 dots or select the entire bar of that payment line item to open the second image. Let us know if this is helpful!

 

    2 replies

    Diana The Finer Points
    Luminary
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    Yes. Go to their project and click on the PAYMENTS tab. Next to payment amount, there is 3 dots on the right. Click on the 3 dots and then “mark as paid”. Enter the relevant information and click save! 

    Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
      Matthew Eriksen
      Community Legend
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      • Matthew Eriksen
      • Community Legend
      • Answer
      • December 27, 2024

      Hey ​@Myraida, yes! I do this all the time. Piggy backing on Diana’s instructions here are the visuals of what that looks like in practice:

      You an either click the 3 dots or select the entire bar of that payment line item to open the second image. Let us know if this is helpful!

       

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