Is your customer past due, wanting to split a payment, or maybe they requested to purchase an add on product to a current product. To add the additional charge to their current purchase follow the instructions below.
To add a charge to someone's payment plan you will first locate the purchase. This can be done 3 ways.
1. Locating the purchase via the purchase screen
2. Search for the person and locate their purchase via their contact screen.
3. Go to the product and locate the purchase via the billing screen.
Once you have located the purchase scroll down to the charges and payments screen and select the add a charge button from the summary tab.
Then complete the charge information field and select the blue "create a charge button"
As long as the customer's purchase is still in the "Paid" State the customer will then be charged or invoiced for the amount on the date you selected depending on the payment processor they used to originally purchase.
If the customer is in the Delinquent state you will need to select the charge now button if the payment is due today.
If the customer is in a failed state you will first need to reactivate them back to paid then select the charge now button if the payment is due today.
If the customer is in the free state the system will generate the invoice for them to pay.
Splitting a Charge
If you are adding a charge because your customer is splitting a current charge into smaller amounts, remember to edit the first charge amount before adding the new one.