How to charge an invoice using customer payment card on file?

With our new update, users can charge the customer's credit card for the balance invoice amount.

Pre-requisites: Customers should have stripe connected to their account.

1. Select the "Invoices" module from the left panel.

2. Select the invoice for which the pending amount will be charged.

Note: This applies to the customers who saved the cards in the file section.

3. Select the "Collect Due Amount" option to get the pending invoice amount, and the paid amount will be reflected with the reference amount paid and payment method details.

4. Fill in the necessary details to charge the card.

i) Choose Payment Mode – Select the preferred payment method option from the drop-down list.

ii) Enter Amount Paid – Type the amount to be paid

iii) Choose card – Select the saved card.

iv) Receipt Email - Enter the recipient email for the invoice charge notification.

v) Remarks – Enter the additional information, if any.

Select the charge option to charge the credit card.

5. Once the invoice charge is successful, invoice paid details are shown below.

i) Choose Payment Mode – The payment mode of the invoice is shown.

ii) Enter Amount Paid – The paid amount for the invoice is shown.

iii) Payment Reference Number – The reference for the payment is shown.

iv) Payment Date – The payment date of the invoice is shown.

Select "Mark as paid" to complete the transaction.

The users can now charge the customer's credit card for the balance invoice amount by following the above steps.