Pay on client's behalf

Need to pay an invoice for your client? This article explains how to process payments using their card, bank details, or account credit.

Before you start

Your clients can pay invoices in full or partially. But when paying on behalf of a client, you can only pay the invoice (or the rest of the total amount) in full. 

Note

Paying on the client’s behalf is available only if you have a payment provider connected .

There are two options: 

• Paying by payment method. Payment is made by specifying a client’s credit or debit card or entering bank account details.

• Paying by credit. If the available credit covers the full invoice amount, the invoice is marked as paid. If the credit covers only part of the invoice, they are applied first, and the remaining balance can be paid using the client’s credit or debit card.

  

Pay invoice by processing payment method

To pay an invoice for a client with their credit or debit card or by entering their bank account details:

1. Go to either your firm’s Invoices page, the Invoices tab of the client’s profile, or open the job card the invoice is linked to.

2. Click the three-dots icon next to the invoice, then select Pay invoice.

Tip

From the Invoices tab of the client’s profile, you can choose multiple invoices to pay at once (but you cannot settle Partially paid invoices in bulk).

Note

For scheduled invoices, the pay invoice option is available only once they have been issued.

3. Now, click Pay, then select the payment option:

• a. Pay by entering card details.
• b. Pay by logging in to client’s web banking account: select US bank account tab, enter required details, search for a client’s bank, then let them to log in.
• c. Pay by entering bank account details: select US bank account tab, click Enter bank details manually, then provide rounting number and account number. Note that payment verification for this method may take 1-2 business days.

After you click Pay, payment is made. The invoice will be marked as paid, and you’ll receive a notification about the payment in your Inbox+ .

Coming soon

Soon you’ll be able to store and manage multiple client payment methods with expiry tracking, and charge clients’ saved payment methods directly when paying on behalf of them.

Pay invoice with credit

If a client has available credit in their account, you can pay an invoice for them when creating it or anytime after.

• To pay an existing invoice with available credit, go to your firm’s Invoices page, the Invoices tab in the client’s profile, open the job card the invoice is linked to. Click the three-dots icon next to it and select Apply credit. Then, you can apply available credit to fully or partially cover the invoice.

• To fully pay an existing invoice with credit, or apply all available credit and pay the rest with a credit/debit card, go to your firm’s Invoices page, the Invoices tab in the client’s profile, or the job card the invoice is linked to. Click the three-dots icon next to it and select Pay invoice.

  

• When you create an invoice and the invoice is equal to or less than the client’s available credit, you can select the Pay invoice using client credit checkbox. If that is the case and you issue the invoice, it will automatically be marked as paid.

  

  Once the invoice is marked as paid, you’ll receive a notification about the payment in your Inbox+ .

  

Pay recurring invoice with credit

You can apply credit to a single invoice generated by a recurring invoice the same way it works for one-time invoices :

• If the recurring invoice is set up with manual payment authorization .

• If the recurring invoice is set up with automatic payment authorization, but the automatic payment fails .

  However, you cannot apply credit if the recurring invoice is set up with automatic payment authorization and the payment attempt is successful.

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