Record offline payments with services like Venmo or Zelle by logging the full amount paid and documenting fees for clarity.
How to log third-party offline payments
Open the client’s booking.
Scroll to the Invoice Summary.
Click Collect Payment.
Select the offline payment method (Venmo, Zelle, Cash, Check, etc.).
Enter the gross amount the client paid.
In the Description/Memo, note any context, such as:
“Venmo fee deducted”
“Zelle transfer with service fee”
Click Confirm.
What’s recorded
The full payment appears on the booking’s Audit trail, under the Payments filter.
The memo is visible to both you and the client.
Fee context is preserved without impacting revenue tracking.
Why this matters
Logging the gross amount keeps reporting accurate while the memo explains any third-party fees tied to the payment.