How can I record Zelle/Venmo/Check payments?

The benefit of processing credit card and ACH payments through Noto is that these payments automatically get applied to the corresponding invoice, making tracking of overdue payments easier. However, payments made outside of Noto can still be recorded if you want to offer additional flexibility to your clients.

If you accept other forms of payment, this information can be included in invoice emails by navigating to Settings -> Notifications -> Itemized invoice notice -> Edit invoice policy. See "Configuring Email Notifications" for more detail.

Recording Non CC/ACH Payments

1. Click on the Members tab on the left-hand navigation and select the appropriate member.

2. Navigate to Invoices tab on the member's profile. Click into the invoice and then click the three dots in the top right.

3. Click "Apply payment/reversal", specify the amount, method, and additional information, and click Post Payment.

4. The payment should be posted and the invoice should be reconciled.