Learn how to charge a client's card on file to pay for their invoice.
Instructions
- Before you can save and charge a client's card on file. you need to connect a Square account
- From the Calendar, select the appointment
- Go to Invoice, then click Add Payment
- Enter the Payment amount and Payment date
- Under How is the client paying, chose Charge card using Square
- Under How would you like to process the Square payment, chose Charge card on file
- Select the appropriate card, then click the Pay button
- After adding the payment, click Save or Save & Close