Sometimes, a client will pay their deposit in cash or through another off-Porter method (Venmo, Zelle, etc.). You can manually log that deposit in Porter to ensure their appointment is confirmed without requiring a duplicate payment.
š± From the Mobile App
Find the appointment from your calendar or search for it.
Scroll down to Appointment Details.
Change the āDeposit Already Paidā dropdown to āYesā.
Tap Save.
ā This will automatically:
Mark the deposit as paid
Log a cash transaction for the deposit in your records
Prevent the customer from being prompted to pay the deposit again
š„ļø From the Web (app.getporter.io)
Go to the Calendar page and open the appointment.
Click the three dots in the top right corner.
Select āMark deposit paid with cashā.
š” This will also create a cash deposit transaction and mark the appointment as confirmed.
Using this method keeps your payment records clean and ensures clients arenāt double charged when paying outside the platform.