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.
📱 From the Mobile App
Find the appointment from your calendar or search for it.
Scroll down to Appointment Details.
Change the “Deposit Already Paid” dropdown to “Yes”.
Tap Save.
✅ 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
🖥️ 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 “Mark deposit paid with cash”.
💡 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 aren’t double charged when paying outside the platform.