Charging a Stored Card
Once a credit card has been stored on a Client page you will have the ability to quickly charge the card in a future transaction. If you or your Customer pay online the option to securely store the card for future use will be available. After the transaction is successful you will see any stored card information on the Client page beneath the Billing History box.
Now if you open an issued Invoice for your customer you will see the Process Payment option under the Actions button.
Once you select this option another prompt will appear allowing you charge the stored card on file or allow you to enter a new card.
Once you process the transaction you will see a prompt if the Payment was successful (or if it was declined as well). The Invoice will be marked Paid, a Receipt will be sent if you chose to do so and the Payment will be recorded in the Clients Billing History box.
The Jobber Glossary
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