How to charge a card on file

Note: To charge a card on file you will need to have connected a Square merchant account.

 

To charge a card on file follow these steps:

  1. Open the appointment that you would like to process a payment for

    Screenshot_2022-11-10_at_2.55.20_p.m..png

  2. Switch to the Invoice tab on the left

    Screenshot_2022-11-10_at_2.56.55_p.m..png

  3. Select the Add Payment button 

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  4. Input the payment amount
  5. Choose Charge card using Square for the How is the client paying? option
  6. Ensure that the Charge card on file option is selected
  7. Select the correct card

    Screenshot_2022-11-10_at_2.48.48_p.m..png

  8. Click the Pay button
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