What are quick payments?
Quick Payments allow you to instantly charge a client using our card payment system. Rather than creating an ad hoc charge, drafting an invoice, and then taking a card payment, Quick Payments allow you to compress this process into one single step. For any charges that are not related to your client's regular lessons, such as a registration fee or a finders fee, using Quick Payments would be a very effective way to better manage your time. You can use quick payments to charge a client for an ad hoc charge, like an invoice, or to add credit to their account, like a credit request.
How do I take a quick payment?
If you have already set up card payments on your company account, simply go to the Client's page and click 'Take Quick Payment'. You will then be prompted to select one of the following options:
Take a payment and generate an invoice - This means creating an ad hoc charge which will then be paid, therefore having no net effect on the client's balance going forward. This is well suited to transactions such as registration/signup fees, or other one-off client expenses unrelated to their lessons. Selecting this option will create a paid invoice once the Quick Payment has been processed.
Top the client's account up - This means adding balance to the client's account. This is well suited to topping up a client's balance or processing a prepayment for a series of lessons which will take place in the future. Selecting this option will create a paid credit request once the Quick Payment has been processed.
From here, you simply need to specify the amount to charge the client and a description for the invoice/credit request that will be stored, depending on which of the above options you selected when creating the quick payment. You can also choose whether to send the client a confirmation of the transaction with the 'Send PDF' checkbox.
How do I instantly charge a card?
Once you click 'Save' on the Quick Payment Form, you will then be prompted to either make the payment with the card on file or use a new card to process the payment. Once the transaction has been processed, there will be an invoice/credit request stored on the client's profile, depending on which of the above options you selected when creating the quick payment.