Skip to main content
How to Add a Charge (US)
Updated over 8 months ago

How to Add a Charge

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. Locate and click the account you want to add the invoice item to.

  3. Click + Charge.

  4. Enter the charge title and description.

  5. Click the gray pencil icon under Due Date to update the charge's due date and choose a new date.

  6. Enter the charge item's information.

    • Charges will add an amount due to the user.

    • Discounts subtract an amount from the balance. You can create them as a percentage or a dollar amount.

    • Coupons will subtract a dollar amount from the balance.

  7. To add to the account without recording the payment, click Create Charge.

  8. To process a payment, click Create Charge & Pay and follow through with the payment processing.

How to Bulk Add Charges

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. Select the accounts to add the bulk charge.

  3. Click Actions > Bulk Post Charges from the upper right corner.

  4. Enter a title, description, due date, and details.

  5. Select whether or not this charge will immediately process for those with electronic payments set up. You may also waive the electronic processing fees.

  6. When satisfied, click Post Charges.

Did this answer your question?