Teachworks allows you to process invoice payments on behalf of your clients. In order to be able to charge your clients' credit cards, you'll need to ensure the following requirements are met:
The Stripe Integration needs to be enabled.
The " Manage & Charge Cards on Behalf of Clients" setting within the Stripe Integration's settings needs to be "Enabled".
The client must have a credit card saved on their Teachworks profile.
NOTE: You can find the different methods for adding a credit card to your clients' profiles in this article: Adding Credit Card Details to Client Profiles.
If all requirements above are met, then you can process invoice payments on behalf of your clients by charging the invoice totals to your clients' credit cards using the method below:
Click on "Billing" and then click on "Invoices".
Ensure that the filter at the top is set to "Awaiting Payment".
Click on the "View" icon next to the invoice you'd like to process a payment for
Scroll down to the "Record Payment" section on the invoice.
If the client has one or more credit cards on file, the credit cards will be displayed in a "Select" menu with the default credit card selected automatically.
Click the "Charge" button to charge the selected credit card. If you will be processing payments for multiple clients, click the option icon on the right of the "Charge" button and then click the "Charge & View Next Unpaid" option. This will bring you to the next unpaid invoice after the charge has been completed.
NOTE: The Administrator can process a payment for the full amount or a portion of the amount when processing invoice payments on behalf of your clients.
NOTE: Payment notifications are only sent when a payment is made by the client. Payment notifications are not sent when an invoice payment is processed by the company.
Paying Invoices in Bulk
It is also possible to process invoice payments on behalf of your clients bulk using the Bulk Invoice Payments feature. You can find a detailed guide for using this feature in this article: Bulk Invoice Payments.
Processing Automatic Payments
You can take this one step further and automatically queue invoices for payment processing on behalf of your clients through Stripe when an invoice is approved You can find more information here: Invoice AutoPay Add-on.