How to Add an Offline Payment to an Invoice
If your client wants to pay you outside of the invoice system—like with cash, check, Venmo, or another payment processor (such as Clover)—you can manually add that payment to the invoice so it's marked as paid in your Zibster dashboard.
Here’s how:
STEP ONE
LOG INTO YOUR ACCOUNT
- Log into your Zibster account.
- Click on Quotes & Invoices in the left-hand menu.
STEP TWO
GO TO INVOICES
- Click Invoices at the top of the Quotes & Invoices page to view your list of invoices.
STEP THREE
SELECT YOUR INVOICE
- Find and click the Invoice Number you want to update with the offline payment.
STEP FOUR
ENTER THE PAYMENT DETAILS
- Click Payments in the top-right corner.
Click The NEW PAYMENT button.
In the panel that opens on the right:
- Amount: Enter the amount your client paid.
- Reference: Add helpful info (like “Paid with check #126 on 5/10/25” or “Venmo payment received 5/10/25”).
Click Save to record the payment.
FINAL STEP
CONFIRM & NOTIFY YOUR CLIENT
- You'll see a confirmation that the payment was successfully added.
- The invoice will now be marked as Paid.
- Your client will automatically receive an email with a receipt for their records.
✅ That’s all there is to it! You’ve added an offline payment in Zibster and your records are up to date.
