You need to collect a payment from one of your regular customers and they tell you, "just charge my card on file." We've got you covered!
- Go to Customers in the left sidebar (desktop) or hamburger menu (mobile).
- Locate your customer in the list.
- Click the $ button to open the Take Payment page pre-populated with your customer's saved information.
- Enter the payment amount.
- The payment method populated is the one that appears first in their list of saved payment methods. Use the dropdown to select another payment method or add a new payment method.
- Review the payment information and make any necessary changes.
- Click Process Payment.