Take a credit card payment directly on an invoice using Stripe or PaintScout Payments.
Use this workflow to charge a credit card directly on an invoice when Stripe or PaintScout Payments is connected.
Before you start, make sure credit card payments are enabled for the invoice.
1. Open the invoice and scroll to the Payments table.
2. Click +Add/Request Payment.
3. Select Take Credit Card Payment.
4. Enter the payment amount and add a note if needed.
5. Enter the customer's payment information and click Pay.
After the charge is submitted, the payment appears in the Payments table
If the processor needs extra time to confirm the payment, you may see Processing before the payment resolves to Successful or Failed.
Last updated 8 days ago
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