If a client has a Stored Payment Method, you can manually bill the client without having to send additional Payment Links. This article outlines how to manually process payments using Stored Payment Methods.
Prerequisites
The client must have an existing and valid Stored Payment Method.
Processing a Payment using a Stored Payment Method
Navigate to Payments > Stored Payment Methods.
Click the Process Payment button next to the client you wish to bill.
Complete the fields
Amount. The amount to be billed.
Deposit Account. This is the bank account into which funds will be deposited after the payment is made.
Matter (Optional). The matter associated with the payment.
Email Address for Receipt (Optional). We will automatically send a receipt to this email address. The client's email address will pre-fill if it exists on the client's record. Alternatively, you can type in an email address for the client.
Click Confirm Details.
Review the payment information and click Process Payment to complete the payment.
A receipt will be emailed automatically to the email address provided.
A payment alert will be emailed to the firm at the email address set in Settings > Firm Settings> Payment Notifications. You can make changes to your payment alert preferences at any time.
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