How can I add a client to a package, if the client has paid me through an outside source such as venmo or cash?
I have my package settings to pay, then book, is there a way to keep this setting and add a client to my package even when they aren't paying through the Paperbell portal?
Hi Angie! Yes, absolutely we actually have a few different ways to do this.
You can either gift the package to them, create a special coupon code so that they can access the product for free, or create a clone of the original package and make it free and invite-only.
You can 'clone' the package with a click in Paperbell and call it
"Package x with cash" or "Package x with Venmo".
Voila! I've done this with Paypal when the client wanted to finance through paypal credit. Hope this helps!
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