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Step 6 of 15

Take Zelle, Venmo, Cash App and checks

Show clients the other ways you take money, with your handle to copy, and mark the invoice paid when it arrives.

SettingsPaymentsOther ways to pay Open Payments

Lots of clients like to pay by Zelle, Venmo, Cash App or check. Turn on the ones you take, and clients see them on their invoice and their own page. Busy Book never touches this money: you mark it paid when it comes in. Each one starts off, and only you, the owner, can change them.

  1. 1

    Open Payments

    In the menu, tap Settings, then Payments, and scroll to Other ways to pay.

  2. 2

    Turn on the ones you take

    Turn on Zelle, Venmo, Cash App or Checks, and type where clients send it: your Zelle email or phone, your Venmo username, your $Cashtag, or who checks are made out to (and where to mail them, if you like).

  3. 3

    Save

    Tap Save other ways to pay.

  4. 4

    What clients see

    On an invoice they pay from the link, and on their own page while something is left to pay, clients see Other ways to pay with your handle and a Copy button. The invoice asks them to put its number in the note. Clients who read Spanish see it in Spanish.

  5. 5

    Mark it paid

    When the money comes in, open the invoice, tap Mark as Paid, pick Zelle, Venmo, Cash App or Check, add a check number or note if you like, and tap Complete Payment.

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