HelpLeadHunter USA CRM

Marking an invoice paid

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Record a cash, check, Zelle, Venmo or card-reader payment on an invoice, full or partial, and send the receipt.

Scout says: Cash, check or Zelle: it all counts.

Record a payment

  1. Step 1: Open the invoice and press Record payment.
  2. Step 2: Pick how you were paid: Cash, Check, Zelle, Card, Venmo or Other.
  3. Step 3: Enter the amount you received. Add a check number or a reference if you like.
  4. Step 4: Save. Less than the balance? The invoice shows Partly paid until the rest comes in.

Card here is for a card you took on your own reader. Card payments through LeadHunter USA are recorded by themselves.

Then you can text the receipt to the customer from your phone.

Recorded by mistake?

Open the payment and remove it. The balance goes back up, and nothing is texted.

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Still stuck?

Email us at support@leadhunterusa.com.

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