Skip to main content
You can charge a customer’s saved payment method for a one-off amount, whether that’s a card, direct debit or a bank transfer with a remaining balance. If the customer does not have a payment method on file, send them a payment session instead so they can pay without you handling their details.
Use a payment session when you do not already have a payment method on file.

​
Create a payment

Make sure you have the customer’s permission to charge their payment method.
There are three ways to open the Create payment sheet:
  • From the customer — Navigate to the customer, open the Actions menu and select Create payment.
  • From a bank transfer payment method — Navigate to a bank transfer payment method with a remaining balance and click Charge balance in the header.
  • From the Remaining balances page — On the Remaining balances page, right-click a row and select Charge balance.
Then, in the Create payment sheet:
  1. If it isn’t already set, choose the Customer to charge.
  2. Enter the Amount, Currency and Description.
  3. Select the Payment method you’d like to charge. Chargeable cards, direct debits and bank transfers with a remaining balance all appear here.
  4. Click Create payment.
Once the payment is created you’ll be taken to the Payment record to track its status.

​
Advanced options

Choose whether to send an email receipt to the customer after the payment is successful.
Credit the transaction amount to the customer’s balance so it can be used to settle a future invoice. You can optionally add a Balance description to explain the credit on the customer’s statement.