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Manually Charging Contacts – BizStackPro Help

Manually Charging Contacts

Q: Where do I manually charge a contact?

Go to Contacts → open a contact → Payments/Invoices area → New Charge. Add items or set a custom amount, pick a method, and confirm.

Q: Can I charge the card on file?

Yes. If the contact has a saved method, select it at checkout. You can also add a new card to the profile during the charge.

Q: What if I want the customer to pay themselves?

Choose Send Payment Link (Text2Pay/Email). The contact completes payment from a secure link; status updates automatically.

Q: Does a manual charge create an invoice?

You can generate an invoice for the transaction. If you use a payment link or invoice to collect payment, the payment is tied to that invoice.

Q: How do refunds work?

Open the paid charge or its invoice and select Refund. Partial or full refunds are supported depending on processor rules.

Collect payment on the spot—from a saved card, a new card, bank transfer, or by sending a secure payment link—right from the contact record.

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Collecting Payments Without Waiting for Checkout

There are times when you need to collect payment directly—without sending an invoice or waiting for the customer to complete checkout on their own.

Manual charging allows you to initiate a payment from the contact record, using a saved method, adding a new payment option, or sending a secure payment link.

Without this option, collecting payments may require extra steps, delays, or separate workflows that slow down the process.

This guide will walk you through how to manually charge contacts so you can collect payments quickly while keeping everything tracked in one place.

To begin, open the contact and start a new charge from their payment record.

Step 1: Open the Contact & Start a Charge

Go to Contacts and open the customer profile
Open the Payments / Invoices area and click New Charge
Choose Add Line Items (from Products) or select Custom Amount

Follow along: Add items first, then apply Discount or Tax if needed—your total updates automatically.

Step 2: Choose How You’ll Collect Payment

Select the method that fits the situation—instant charge, bank-based payment, or a link your customer pays themselves.

Charge card on file: Select an existing saved method and proceed
Add new card: Enter details and optionally save to contact for future charges
Bank transfer (ACH/SEPA): If enabled in integrations, initiate a bank-based charge or request authorization
Send payment link (Text2Pay/Email): Generate a secure link so the customer pays themselves; status syncs automatically
Record payment manually: For offline payments (cash/wire), record details to mark the charge as paid

Security tip: When in doubt, send a payment link so the customer enters card details directly (you never handle card data).

Step 3: Review, Charge, and Send a Receipt

Review items, taxes, discounts, and total
Click Charge (or Send Link / Record Payment)
On success, a receipt is available to email; the contact timeline and revenue reports update

Note: If you use a payment link or invoice to collect payment, the payment will be tied to that invoice record.

Manage the Charge Afterward

Issue refunds: Open the payment/invoice and select Refund (full or partial, depending on processor rules)
Resend receipts: From payment details, choose Resend
Save card for future: When adding a new card, select Save to Contact (with customer consent)

Need to collect payments fast (without extra steps)?

BizStackPro lets you charge directly from the contact record—or send a secure pay link—so you can close balances quickly and keep records clean.

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Frequently Asked Questions

Where do I manually charge a contact?

Go to Contacts → open a contact → Payments/Invoices area → New Charge.

Can I charge the card on file?

Yes. If a saved method exists, select it during the charge. You can also add a new card and save it to the contact profile.

What if I want the customer to pay themselves?

Choose Send Payment Link (Text2Pay/Email). The contact pays from a secure link, and the status updates automatically.

Does a manual charge create an invoice?

You can generate an invoice for the transaction. If you collect payment through a link/invoice, the payment will be tied to that invoice.

How do refunds work?

Open the paid charge (or its invoice) and select Refund. Partial or full refunds are supported depending on processor rules.

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Collect Payments From the Contact Record

Charge a saved card, add a new method, request bank payment, or send a secure link—then keep everything tracked in the contact timeline and payment records.

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Faster collections. Cleaner records.

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