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Collecting Offline Retainer Payments
In some cases, customers would like to make the advance payment in person or through an offline method such as a bank transfer for the estimate you sent them. In this case, you can always mark the estimate in invoice as Accepted and create a retainer invoice for the offline advance payment made.
Navigate to Create Retainer Invoice option from the More drop down.
This can be later applied to invoices by selecting the Apply to Invoices option from the retainer invoice created.
When the Apply to Invoice option is selected, invoice displays you the pending invoice which is created for that customer.
Enter the retainer amount that should be applied for the invoice, and the invoice will be updated with the balance amount to be paid by the customer.
You can also have a quick view of the retainer transaction summary just below the selected retainer invoice.
Payments Received denotes the retainer amount paid by the customer. Invoices Applied denotes the invoices to which the retainer amount was applied. You can always edit or delete the transaction from the icons present next to the entry.
Recording Offline Retainer Payment
In cases where you have raised and sent a retainer invoice to your customer and they have made the advance payment in person or through an offline method such as a bank transfer,
- Select the Record Payment option from the retainer invoice window.
- Provide the details of the offline payment in the pop up window and select Record Payment.
Manually Charge your Customer
Your customer does not like to be Auto-charged? But they have given you their credentials? Manually charge your customer with an already saved card or with a temporary card.
Navigate to the Invoices tab and select the invoice generated from the retainer invoice for which you wish to charge your customer.
Click on the Record Payment drop down and select Charge Customer.
- In the next window, you will be asked to choose between the card that has already been associated with the invoice or to use a new card.
If you wish to use the card that has already been associated with the invoice, choose the Use the card ending in xxxx to charge this invoice option and click on Proceed.
If you wish to make payment using a different card that is not associated with the contact or the retainer invoice, then click on the Charge using another card option, fill in the required card details and click on Proceed.
Insight: The customer’s card information will be stored in the payment gateway which is used by you for the Auto-charge feature.