How to charge a customer's saved card or bank account
This video is coming soon
The written steps below already work. Come back to watch it.
How to charge a customer's saved card or bank account. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the invoice with a balance due.
- In Collect payment, pick the Saved payment method, adjust the Amount if it is a partial payment and press Charge now; confirm.
- The result appears at the top: payment succeeded or "Payment failed: reason".
Tip
If the box says "No saved payment method on file.", press Manage cards to add one (see "How do I add a card or bank account for a customer?"). The customer can also pay themselves from the pay link. A successful charge applies to the invoice and emails a receipt; a failed one creates a Failed payment, alerts Accounts and emails the customer the pay link.