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  3. Credit card payments on existing customers invoices

Credit card payments on existing customers invoices

Are you putting a credit card on file for a customer?

This can be done within the customer dashboard, using the impersonation feature with your admin account.

A credit or debit card can be added to a customer’s account within two places inside the dashboard. Where the card is added affects the timing of a transaction being applied to an open invoice. The intent of this article is to detail when a transaction will be attempted for a credit card stored on file.

Add a payment method

When a credit or debit card is added to the customer dashboard using the Payment Methods feature inside the dashboard, a transaction will be attempted on the following Monday for any open invoices.

Apply payment to open invoice

When a credit or debit card is added to the customer dashboard using the Invoices feature inside the dashboard, a transaction will be attempted at the time the using the card to pay the open invoices.

Note. There is an option to not store the card on file during the payment of open invoices.

Updated on April 27, 2018

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