Manually Charging your Customers
Payment for the invoice can be collected by manually charging your customer using their card details. Charging can either be done with the associated card of the customer or with another valid card.
Navigate to the Invoices tab and select the invoice generated from the retainer invoice for which you wish to charge your customer.
Click 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.
P.S: The customer’s card information will be stored in the payment gateway which is used by you for the Auto-charge feature.