Here's how to add your Venmo, PayPal, Cash App, Zelle, check or bank details, so they're on your invoices and clients know how to pay you.
Add your payment details
Tap the menu button on Home. On iPad, it's in the sidebar.
Under Company, tap Invoices.
Scroll down to the payment details and fill in the ones you use.
Tap Save.
What to enter
PayPal and Venmo: your username, without the @.
Cash App: your cashtag.
Zelle: the phone number or email clients find you with.
Check: who checks are made out to.
Bank transfer: your account number and routing number or sort code, or your IBAN, depending on your country.
What your clients see
Venmo, PayPal and Cash App: a Pay button on the invoice that opens your link.
Zelle, check and bank transfer: your details on the invoice, with how to pay.
Clients see these on the invoice in the Walkies Journal app, and on the invoice link Walkies emails them, which opens in any web browser. Clients don't need the app to pay you.
Cash: a note to pay in cash.
Choose the payment method
Pick the method on each invoice when you create it.
Set your usual one in Menu > Invoices > Preferred payment method.
Set a client's own on their profile, under Preferred payment method. It's used first.
If you pick a method before adding its details, Walkies asks for them there and then.
Good to know
Clients paying by link or transfer pay outside Walkies, so record the payment when it arrives. See How do I record a payment?
For card and Apple Pay payments that mark themselves paid, set up Walkies Pay. See How do I set up Walkies Pay?