Manually Charge A Credit Card For An Invoice

The Easy Way to Charge Your Client’s Credit or Debit Card on the Spot 

The Invoice2go Charge a Card feature allows businesses to take payments from their clients in-person or on the phone by entering their client’s debit or credit card details directly in the app.

Standard, Advanced, and Unlimited users can charge a card from their invoice in the app. If you don't have the card payment feature turned on for your invoices yet that’s ok. It will automatically turn on for you when you enter card details to make a payment on the spot. You can always turn off payments afterward in settings.

Please note, to charge a card you will first need to complete the Stripe underwriting process.**

Like other payments, you can manage all of your Charge a Card payments from your Stripe Dashboard. When using this feature, make sure that you comply with Stripe’s terms of service.

Credit card fraud does occur and you should always take precautions to minimize the risk. When you charge a customer’s card, you are responsible for making sure that the payer is who they say they are.

iOS and Android 

  1. Open the invoice you want to take payment for (If this is a new invoice, fill out the invoice details and then tap on the green next button to be brought to the preview and manage screen)mceclip0.png
  2. Tap Payment 
  3. Tap Charge a card                                                            mceclip1.png
  4. Enter your client’s credit or debit card details.          mceclip2.png
  5. Tap Charge

 

Web

  1. Open the invoice you want to take payment for
  2. Click on either the Preview or Send tab at the top
  3. On the right hand side of the screen, click Add payment
  4. Click Charge a card
  5. Enter your client’s credit or debit card details.               mceclip3.png
  6. Click Charge

To make payments on behalf of your customers, you must have a Standard, Advanced, or Unlimited subscription plan. If you are on the Invoice2go Lite Plan, upgrade to use Charge a Card.

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