How do I bill a card on file?

To bill a client with a card on file, you’ll first need to create an invoice for that client.

An invoice can be created independently, linked to a booking, package, or program, or created to charge a no-show fee. Learn more. 

Create an invoice from the client record

1. Go to My Clients > Double-click on the Client Name.
2. In the client record, select their Billing & Payments page.
3. Click the Fast Action Button in the bottom-right and select Create invoice.
   
   

Create an invoice from a Booking

1. Head to My Schedule > My Bookings. 
2. Click the 3 dots beside a booking.
3. Select Create/Edit invoice from the options provided.
   

Add a line item to an existing invoice

To add a line item associated with a Practice Better booking, package, or program:

1. Go to My Clients > Double-click on the Client Name.
2. In the client record, select their Billing & Payments page.
3. Click the Fast Action Button in the bottom-right and select Create invoice.
   
4. Alternatively, if you have already created an invoice, click the Fast Action Button from the invoice editing page. 
5. Select to add a line item from a booking, package, or program, respectively.
   

Bill a client's saved payment method

1. Once you’re happy with the invoice details, hit the Process button in the toolbar at the top of your page.
   
2. Your client won't receive an email up to this point, only when the invoice payment is completed.
3. You have a few options for payment at this point:
   • Collecting a cash payment
   • Recording a bank transfer
   • Charging a new credit card
   • Charging an existing credit card
4. Click the Pay now button. For clients with cards on file, you’ll see the option to process an existing credit card:
   
5. Click Submit to process the payment. If successful, a receipt will be emailed to both you and your clients for record keeping.