Sign in

Charging a customer

A payment for an invoice can be manually charged for customers that have a bank account or credit card on file.

Steps

To manually charge a customer:

  1. In the left navigation pane, click Actions                                                                                                                                                                                                                                               Actions_in_Neo.png                                                     
  2. Click Charge a customer                                                                                                                                                                                                                                                                      Charge_a_customer_neo.png                                                                                                    
  3. From the drop-down menu, select the customer to be charged
  4. Select the Charge Customer bubble Select_customer_and_charge_bubble-_Get_Paid.png
  5. Enter information such as:
    • Memo - Enter notes, if necessary
    • Check the "Email Receipt to Customer" box, if an emailed receipt needs to be supplied
  6. Select the invoice(s) this payment should be applied to and enter the amount to be applied (to each invoice if more than one)Select_invoice_and_enter_amount.png
  7. Select Pay From account - Bank Account or Credit Card
  8. Choose account to withdraw payment from
  9. Select Pay On date - Date the payment is to be debited from the customer's bank account (Credit card payments are processed immediately, on the date the payment is being scheduled)
  10. Click Submit                                                                                                                       Submit_charge.png
  11. Click Done on the Payment Confirmation pageDone_-_payment_confirmation.png

Things to know

  • Once the payment is created, the Payments In screen will bear a Payment date which is the projected deposit date.
  • Any updates regarding the status of the payment will trigger the issuance of an email, to advise.
  • These steps presume that there is already a valid means of payment in the customer profile, and that the applicable portions of the Online Payments section are completed.

Resources

 

 

 

 

Have more questions? Submit a request