Charge a customer

In Cashflow360, you can manually charge a customer for an invoice payment if they have a bank account on file.

Charge a customer

Select Actions in the navigation menu
Select Charge a customer
From the drop-down menu, select the customer to be charged
Select Charge Customer
Enter information such as:
- Memo - Enter notes, if necessary
- Check the "Email Receipt to Customer" box, if an emailed receipt needs to be supplied
Select the invoice(s) this payment should be applied to and enter the amount to be applied (to each invoice if more than one)
- The full amount of the invoice is displayed by default, decrease the amount to charge a partial payment
Select Pay From account
Choose account to withdraw the payment from
Select Pay On date - the date the payment is to be debited from the customer's bank account
Select Submit

Select Done

Things to know

Once the payment is created, the Payments In screen will display a Payment date which is the projected deposit date
Any updates regarding the status of the payment will trigger an email notification
These steps are designed for when there is already a valid means of payment in the customer profile
Users must have manage invoices permissions to charge a customer

If you do not see the described feature available in Cashflow360, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Cashflow360 and upgrade accordingly or contact the Administrator of your Cashflow360 account. Changes in monthly user fees may apply.

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Charge a customer