Sometimes a client asks to pay in a way you don't normally accept — Venmo, Zelle, a check — and you're happy to make a one-time exception. You don't have to open that payment method up to every client to do it. Check Cherry lets you create a payment method that is hidden at checkout, then enable it on a single booking or proposal.
How It Works
Your payment methods live in Payment Settings, and each one has a setting that controls whether clients see it at checkout. Separately, every booking or proposal can override your default payment methods with its own list — and that list includes all of your payment methods, even ones hidden from checkout.
Put those together and you get a one-client exception: create the payment method, keep it hidden from checkout, and turn it on for just the one booking.
Step 1: Add the Payment Method (Hidden from Checkout)
Step 2: Enable It on the One Booking or Proposal
Step 3: Record the Payment When It Arrives
Manual payment methods like Venmo don't process money through Check Cherry, so the payment won't appear automatically. Once the client pays you, record it on the booking: open the Invoice section, click Add Payment, and choose Record Manual Payment.
For more detail, see How do I record a payment made outside of Check Cherry?