Summary:
This article explains how to add alternative payment options like ACH, PayPal, Venmo, Zelle, or Cash App to your invoice templates in ZenMaid, especially when credit card processing is turned off or inactive.
What is Card Processing or a Credit Card Processor?
Card processing means giving your customers the option to pay invoices using a credit or debit card. In ZenMaid, this is done through supported third-party processors like Stripe or Square. If your card processor is disconnected or inactive, customers won’t be able to pay by card, so you'll need to offer alternative options like PayPal, Venmo, or bank transfer instead.
Accessing Invoice Settings
From your ZenMaid Dashboard, go to Settings
and click on Invoicing Settings under Client Billing.
When Card Processing Is Active
On the Invoice settings page, scroll down until you see the Invoice payment page settings section.
Click the "When card processing is active" tab to configure settings that appear when credit card payments are enabled. In this section, you'll see a field labeled "Message to display above the credit card field." You can use this to add alternate payment instructions.
For example, you might write:
"If you prefer to pay this invoice by bank transfer, contact us at payments@mycleaningcompany.com."
If you leave this message box blank, customers will only see the credit card field when viewing the invoice. Once you've entered your message, scroll down and click the Save Changes button to apply the update.
When Card Processing Is Inactive
Select the "When card processing is inactive" tab to configure alternate payment methods for situations where card payments are not available.
Start by filling in one or more of the following fields:
PayPal Payment Link: Add your PayPal.me URL (e.g.,
http://paypal.me/company_name)Venmo Account: Enter your Venmo username (e.g.,
@MyMaidService)Custom Payment Link: Use this for any other payment URL (e.g., third-party processor or direct invoice page)
These links will be displayed to your customers next to the invoice when they receive it.
Below these, you'll find Custom Payment Message Title and Custom Payment Message fields. If you fill these in, this message will completely override the PayPal, Venmo, and custom links above. Customers will only see the custom message you enter.
In the Custom Payment Message Title, write something like "How to pay my invoice?" Then use the Custom Payment Message box for detailed instructions, such as:
"To pay your invoice by ACH, please send a bank transfer to Routing Number: XXXXXXXX, Account Number: XXXXXXXX."
To show the PayPal, Venmo, or custom links instead, make sure to leave both custom message fields blank.
After entering your desired settings, scroll down and click Save Changes to confirm.
Using Wildcards for Payment Links
To automatically insert a Venmo payment link, use the following wildcard in the Payment Details box:
{{invoice.venmo_link}}
Zelle Setup
To accept Zelle payments, enter the phone number or email associated with your Zelle account.
You can place this in either the Payment Details section or the Custom Payment Message field (see below).
Additional Information & Troubleshooting
The tipping section is only available when a credit card processor is selected.
If you’ve disconnected your credit card processor (Stripe or Square) but still have the checkbox for “Allow my customers to pay invoices by credit card” selected on your Invoice settings page, your customers will see a "This invoice cannot be paid online at this time".
To resolve this, make sure to uncheck the option labeled
☐ Allow my customers to pay invoices by credit card
on the Invoice settings page.
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