Payments

Venmo & Zelle

Accept Venmo and Zelle as manual-confirm payment options.

What you get

Venmo and Zelle as manual-confirm payment options on your public payment page. Neither has a server API — clients pay you from their own app, then click "I've sent it" in RemixCRM. You confirm receipt from the event's Payments tab once the money lands.

Both are free to use (no per-transaction fees) and most US clients already have at least one.

Setup

Venmo

  1. Settings → Square Payments (yes, same Settings page)
  2. Scroll to Venmo & Zelle
  3. Venmo username — your @yourvenmo handle (leading @ is optional)
  4. Save

The public pay page will now show a Venmo tab with a deep link that opens the Venmo app pre-filled with your handle, the amount, and a note containing your business name and the event date.

Zelle

Same section in Settings:

  • Zelle handle — email address or phone number registered with Zelle
  • Zelle recipient name — your name as it appears in Zelle (so clients can verify they're paying the right person before hitting send)

Zelle has no deep link — the public pay page just shows clear instructions to open the client's banking app and send to your handle.

How it works on the public pay page

Step Behavior
Client picks Venmo or Zelle Sees instructions specific to that method
Client opens their app, pays you (Outside RemixCRM)
Client clicks "I've sent it" RemixCRM records a pending payment row tagged to their email + event date
You see payment land in your Venmo/Zelle Outside RemixCRM
You confirm in RemixCRM Event page → Payments tab → click the pending row → Confirm

When the payment shows as completed

It does NOT auto-complete. Always pending until you mark it confirmed. This is intentional — RemixCRM can't see your Venmo or Zelle account and won't lie to your books.

Webhook events

When the client clicks "I've sent it," payment.recorded fires with status: 'pending'. When you later confirm, no second webhook fires (currently — this may change). Subscribe to the row update directly via Supabase if you need confirm events.