Take Payment (also known as Quick Pay) is the fastest way for you to process a payment on behalf of your customer using a saved payment method. This can be done in several places, including the Customers module.
Take Payment from Customers
- Go to Customers in the left sidebar (desktop) or hamburger menu (mobile).
- Locate the correct customer in the list and click the $ button.
- Select Non-Taxable or Taxable.
- Enter the Payment Amount.
- Enter the Tax amount (if Taxable). Tax amounts are not automatically calculated.
- Select a Payment Method from the dropdown or enter a new method.
- Billing address and receipt email are automatically pulled from the customer record. Click +Add Email to send the receipt to multiple email addresses (1 email address per line).
- Click Process.
Take Payment from a saved payment method
- Go to Customers in the left sidebar (desktop) or hamburger menu (mobile).
- Locate the correct customer in the list and click the $ button.
- Select Non-Taxable or Taxable.
- Enter the Payment Amount.
- Enter the Tax amount (if Taxable). Tax amounts are not automatically calculated.
- Select a Payment Method from the dropdown or enter a new method.
- Billing address and receipt email are automatically pulled from the customer record. Click +Add Email to send the receipt to multiple email addresses (1 email address per line).
- Click Process.