Running Your Business

Record a cash, check, or Zelle payment

Update an invoice after a customer pays outside MyExpertPros.

Use a recorded payment only after the customer has paid outside MyExpertPros. It does not charge a card or bank account.

  1. Open the invoice.
  2. Find Record payment made elsewhere.
  3. Enter the amount. The page shows the 1% fee.
  4. Choose cash, check, Zelle, card, bank, or another method.
  5. Add an optional check number or note.
  6. Record the payment.

The invoice updates the remaining balance. One percent of the recorded amount is added to the business's MyExpertPros fee balance. The owner can save a card so that balance is charged once it reaches $0.50. Users who cannot see company totals may still record and review an individual payment.

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