Sometimes, you need to charge a customer outside of standard online payments and recurring subscription invoices. In these cases, you have two options:
Create and issue a one-off invoice for the customer to pay
Create a one-off payment to immediately charge the customer's card or record an externally received payment.
Create a one-off payment
Follow these steps to create and process a one-off payment:
Go to the Customers page > "Members" or "Nonmembers" tab.
Open the necessary user or company profile.
Within the customer's profile, go to the Billing section.
In the top-right corner of the Billing section, click
Create payment.
Enter the payment details:
Name — the product or service you are charging for.
Quantity — how many units of the service/product.
Unit price — the price per unit.
Currency — leave the default location currency or select an alternative currency.
Tax rate — leave the default location tax percentage or enter a custom tax rate.
Payment method — choose the customer's payment method to charge their card, or select "External" if you've already received the money via another method (like cash) and just need to record the transaction.
Notes
Creating a one-off payment is possible if you've connected a payment gateway that supports saving customer payment methods (Stripe, WayForPay, plata by mono, or Fondy).
You can charge a one-off payment to any of the customer's saved payment methods, not just their default.
How creating one-off payments works
Once you create a one-off payment:
A transaction is immediately created for the payment in the customer's profile under Billing > Transactions.
If you selected a customer's card, the charge will be initiated to that card, and you can check its status on the transaction (whether it succeeded or failed).
If you selected "External" as the payment method, the transaction will be recorded as an external payment.
The payment will appear in Analytics with the "Custom" type, allowing you to track these specific charges.
Best practices
A one-off payment can be especially useful when:
A customer's payment was disputed, and you need to re-charge them.
An immediate payment is required for an urgent, last-minute service or an upgrade.
A small, ad-hoc charge is needed for a service or product not covered by standard invoicing (e.g., a minor administrative fee, or a supplemental service).
You need to accept a payment in a different currency.