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Billing: On-Demand Charges and Payments for Admins
Billing: On-Demand Charges and Payments for Admins
Updated over a week ago

On-Demand charges can be Credit Card, Cash, or Other. Three options are available when charging their card:

  1. Pay Outstanding Balance

  2. Pay User Defined Amount

  3. Pay User Defined Amount AND create the corresponding invoice


  • The Credit Card will be charged immediately (funds will be deposited within 24-48 business hours, depending on factors such as holidays, weekends, etc).

  • ACH is not available for on-demand as it is not an on-demand function. It takes 5-7 days to clear an account, and it may not clear.

  • If CC fails and you use option three, an invoice will still be created.

  • If applicable, the account will immediately receive an email notifying them of the charge or CC failure.

  • Only Super User Admin can issue an on-demand charge.

To create an on-demand payment/charge:

  1. In the side menu, click Business Tools > Invoices & Payments.

  2. User the filters and Search to view accounts.

  3. To the left of the account(s), place a checkmark.

    • The account must have a CC on file to use the CC charge now feature.

  4. Click New Charge.

  5. Under Payment Type, select Credit Card.

    Post Payment fields
  6. Leave Process Card on File for this Amount checked.

  7. If applicable, check the box for Outstanding Balance.

  8. Enter the New Amount Received.

  9. If desired, enter a message or memo.

  10. If applicable, check the box for Also create corresponding invoice items for this amount.

    • Use this if an invoice for the charge has not been created yet.

  11. Click Save New Payment.

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