Charge a Saved Card

When a customer has a card on file, you can collect an unpaid invoice in two clicks without sending a payment link. You can also charge while you build a new invoice.

Before you start

• The customer needs a saved card. If they don't have one, request a card on file.
• Instructors need Enable Billing turned on by an admin.

Charge an unpaid invoice

1. Open Billing > Unpaid Invoices.
2. Click the invoice to open Invoice Details.
3. In Collect payment, pick the saved card (shown by its last four digits).
4. To use the customer's prepaid balance first, check Use their balance first and set the amount.
5. Click the charge button. It reads Charge $X, or shows the balance and card split when you use the balance.

You'll see Payment succeeded and the invoice moves to Transactions.

Charge while creating an invoice

1. Click Create Invoice and fill in the customer and line items.
2. Under Payment Method, choose the Card on file chip (or the bank chip for ACH).
3. Click Charge Card (or Charge Bank), then Confirm in the Charge card on file? dialog.

ACH bank debits usually take about 4 business days to settle. The invoice shows as processing until then.

Record a cash or check payment

1. In Invoice Details, click Record Payment.
2. Enter the Amount and choose a Payment Method: Cash, Check, Zelle, Stripe, or Other.
3. Click Record Payment.

Recorded payments don't go through Stripe, so card processing fees don't apply and they can't be refunded from Sky Schedule.

Tips

• An invoice that owes $0 shows Mark as paid ($0) instead of a charge button.
• Customers can pay their own invoices with a saved card from Invoices > My Invoices. They see Pay Invoice, choose a saved card, or pick Use another method to enter a new one.

Troubleshooting

• "No saved card for this customer." They can add one at checkout or from their Billing Information tab.
• "Amount must be at least $0.50." Stripe won't charge a card for less. Record the payment another way.
• "Charge failed." The card was declined. Ask the customer to update their card, or send the invoice so they can pay another way.
• A "needs attention" message after a charge. The card went through but something didn't finish. Refresh the invoice before charging again so you don't charge twice.