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How to Charge a Customer’s Credit Card That’s Saved

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 click the “Customers Tab“, then click “Charge Cards On File“.

 

 

 

Enter the amount you want to charge the card for and click the green “Charge Card” button.

 

 

 

Charge Card From Payment Screen

Another way to charge a card is on the “Finance Tab“> Payments

Click the green “+Add Payment” button

Select the customer, invoice, date, amount of the payment, then select “Credit Card” as the payment method.blank

 

 

 

The last step is to click the blue “Add Payment” and then select the card to charge.blank

 

Charge Card From Invoice

The last way is to charge the card from an invoice.

Click the green “+Add Payment” button and select “Add Payment And Charge Cardblank

 

 

 

You will then see the payment page.

It will already have the customer, invoice, and payment type selected. Enter the amount for the payment. blank

 

 

 

When finished, click the blue “Add Payment” button and select “Charge Card

This will charge the card on file and add the payment to the invoice.

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Updated on February 23, 2022

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