Using on-file credit cards to pay invoices

Guide

  1. From the Calendar, select the appointment
  2. Go to Invoice, then click Add Payment
  3. Enter a Payment amount and Payment date
  4. Under How is the client paying?, chose Charge card using Square
  5. Under How would you like to process the Square payment?, chose Charge card on file
  6. Select the appropriate card, then click the green Pay $(...) button
  7. After adding the payment, click either Save or Save & Close

Notes


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