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Processing cash or other payments

How do I process cash or other payments?

Updated today

In this guide will help you learn how to process payments for your clients.


Here are the steps to process a payment:

  1. Go to the Billing Page.

  2. Select a specific client.

  3. Click ‘Add payment.

  4. Then, choose a payment method (card, bank transfer, cash, or other).

  5. Input the details.

  6. Click ‘Mark as paid.

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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