Charging a customer

A payment for an invoice can be manually charged for customers that have a bank account or credit card on file.

Charging a customer

  1. Click Payments in in the left navigation pane
  2. Click Get Paid
    Receivables - Getting Paid - Charging a customer - Charge a customer link
  3. From the drop-down menu, select the customer to be charged
  4. Select Charge Customer Select customer and charge
  5. Enter information such as:
    • Memo - Enter notes, if necessary
    • Check the "Email Receipt to Customer" box, if an emailed receipt needs to be supplied
  6. Select the invoice(s) this payment should be applied to and enter the amount to be applied (to each invoice if more than one)
    Select invoice and enter amount
  7. Select Pay From account (Bank Account or Credit Card)
  8. Choose account to withdraw the payment from
  9. Select Pay On date - the date the payment is to be debited from the customer's bank account(Credit card payments are processed immediately on the date the payment is scheduled)
  10. Click Submit Submit charge
  11. Click Done payment confirmation

Things to know

  • Once the payment is created, the Payments In screen will display a Payment date which is the projected deposit date
  • Any updates regarding the status of the payment will trigger an email notification
  • These steps are designed for when there is already a valid means of payment in the customer profile
  • Users must have manage invoices permissions to charge a customer