Charging A Client

Charging A Client

1. Navigate to the client’s profile page.

2. Using the "Quick Actions" menu, select the “Charge Client” option. 

   

3. You will be taken to a new page with three tabs. Payment, Payment History, and Payment Methods. The "Payment" tab allows you to charge a new or existing card for this client against any unpaid invoices.
4. The list of invoices allows you to specify which invoices you want to charge and how much of the charge you want to be applied to each invoice. Check the box on the left of each invoice you want to charge. By default, the amount to pay will be pre-populated with the remaining balance of each invoice.

5. When ready, click the “Proceed To Payment Details” button. 

   

6. In the "Payment Methods" dropdown, you can select which of the client's credit cards or bank accounts to use for the payment or select "Use New Card" to add a new credit card. 

   
   

7. When ready, click the “Submit Payment of XXX” button. Once you click this button, the card will be charged instantly. 

   

Managing Client Credit Cards And Bank Accounts

You can add a credit card for a client without needing to charge it first.

1. Navigate to the client’s profile page.

2. Using the "Quick Actions" menu, select the “Charge Client” option. 

   

3. On the "Charge Client Page", click the "Payment Methods" tab.

4. Use the form to enter the Credit Card details. Click the “Add Card For Client” button. 

   

Removing A Card For A Client

You can also remove any of the credit cards or bank accounts on file for a client:

1. From the "Payment Methods" tab, scroll down, and using the dropdown of existing credit cards or the dropdown of existing bank accounts, select the one you wish to delete.

2. Click the “Delete Card” or “Delete Bank” button. 

   

3. The card or bank account will be removed from the client’s file.