How do I bill a card on file? – Help @ Practice Better

To bill a client with a card on file, you’ll first need to create an invoice for that client. You can do so by going to:

My Clients > [Client Name] > Billing & Payments > Create an invoice (from the Fast Action Button)

If the invoice is associated with a Practice Better booking, package, or program you can generate the line item by:

Clicking on the Fast Action Button in the bottom right corner
Select Add line item from booking / Add line item from package / Add line item from program
Select the item from the list:

Once you’re happy with the invoice details, hit the Process button in the toolbar:

(Your client will not receive an email up to this point, only when the invoice payment is completed)

You have a few options for payment at this point:

Click the Pay now button at the bottom of the invoice. For clients with cards on file, you’ll see the option to process an existing credit card:

Click Submit to process the payment. If successful, a receipt will be emailed to both you and your clients for record keeping.