Within the Billing tab of a customer's profile, you can do several payment related actions:
Add, update and view the customer's wallet balance
Add or update their payment card
Process or record one-off charges to their account
View their payment history
New Charge (one-off payments)
The New Charge button is a simple way to collect one-off or miscellaneous charges and associate it with a revenue category. For example, there might be a time where you'd like to charge a customer for a No-Show fee, the New Charge would be a way to process this type of payment.
⚠️ Note: If you process a booking, package, or membership as a one-off charge using the New Charge button, it will not automatically assign a package/membership to the customer's profile, or mark a booking as paid.
It's recommended that you following these steps instead:
Bookings: If you're processing payment for a booking, this is best done through the Calendar page. You can follow this guide on how to process a payment for a booking.
Packages: Go to the customer's profile and select the Package tab. Click the Add Package button, and select a Package to assign to their account and process payment for the package in one flow.
Memberships: Go to the customer's profile and select the Memberships tab. Then, click the Add Membership button to assign a membership to their account and process payment for the membership in one flow.
To process a one-off charge to a customer
In Admin, go to the customer's profile
Select the Billing tab
Click the New Charge button
Fill out the New Charge form
Click the Issue Charge button to complete the transaction
(i.e, if you select Credit Card as the payment method, the customer's card on file will be charged immediately as soon as you click the Issue Charge button)
View Payment History
At the bottom of the Billing tab in a customer's profile, you'll be able to view all the payments that have been processed for this customer.
You have the ability to Filter the transactions. Also, you can export the Payment History of the customer by clicking on the Export button.