Table of Contents
Charge Card on File Page
There are a couple ways to charge a saved credit card to make a payment.
The first option to charge a customer’s credit card is to go to Customers > Charge Cards / ACH On File. This opens the Charge Credit Cards / ACH On File page.
If a customer has a card saved on file that you can charge and has an open invoice due, you will see them listed on this page.
Each open invoice is listed with the customer’s credit and the amount due. Enter the Amount to Charge and click Charge Card, or click Charge ACH to charge their bank account. If the customer added their own card, you’ll see a Use Card Added By Customer checkbox. It starts checked.
Charge Card From Payment Screen
Another way to charge a card is from Finances > Payments.
Click Add Payment.
Select the customer, invoice, date, amount of the payment, then select “Credit Card” as the payment method.
Choosing Credit Card as the payment method doesn’t charge the card by itself; you charge it in the last step. If the customer has a card on file that you can charge, you will see this message:
The last step is to click the Add Payment button and choose Charge Card (ending in ####). Choosing Do Not Charge Card only records the payment.
Charge Card From Invoice
The last way to charge a card is from an invoice.
On the invoice, click More Actions and choose Add Payment & Charge Card. This option shows only when the customer has a card on file. It’s greyed out if card payments are turned off for your account or for this customer.
You will then see the payment page.
It will already have the customer, invoice, and payment type selected. Enter the amount for the payment.
When finished, click Add Payment and choose Charge Card (ending in ####).
This will charge the card on file and add the payment to the invoice.