Overview
You can quickly make a payment on an invoice using a credit card that’s been saved to a client’s profile. This allows for faster checkouts and easier billing management.
Adding a Card to a Client's Profile
There are two ways a saved card can be added:
Manually by an Admin:
If you have the client’s credit card information, you can manually add the card to their profile.By the Client:
A client can add their own card by logging into their account.
Important: The client must enable the "Allow Admin Charge" option when saving the card. This grants you permission to charge the card on their behalf.
Charging a Saved Card to an Invoice
To charge a client’s saved card:
Navigate to the invoice you want to charge.
Click the Action dropdown at the top of the invoice view.
Select Make Payment.
A list of available saved cards will appear.
Select the card you want to use.
Continue through the checkout process to complete the payment.
