š Overview
Charge Client is a simple, convenient way to process a payment for a customer directly from their profile ā without needing to create a full order. You can enter a custom charge amount or apply a previously created bundle, add a short description, and process the payment using the customer's saved card information. This is especially useful for quick, one-off transactions both in person and online.
ā ļø Please Note: This article and video references a āQuick Chargeā button. This button has been updated and now appears as āCharge Client.ā
ā” Using Quick Charge
Quick Charge is a simple, useful feature that allows you to, you guessed it, quickly charge a customer in person or online.
Click here for step by step instruction on how to use quick charge
Click here for step by step instruction on how to use quick charge
Click on the Contacts in the left hand navigation pane.
Search for the client youād like to charge and click on their name
Click Charge Client in the top right corner of their profile.
A dialog window will open. Choose Quick Charge.
Enter all details within the dialog box for the client and service. When finished, select charge.
