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