With the new iPayments feature, you can now request payment from your customer even if you do not yet have a sales invoice or order to send to them. Here’s how to do it:
- Open up Business Central and select the customer you wish to charge. Once on the customer profile, go to Actions > iPayments > Email > Request Payment
You will then have the opportunity to input a dollar amount, as well as a description of what they payment may be for. Additionally, if you charge convenience fees, they will be automatically calculated into the total.
Your customer will receive a link in their email to pay the deposit. They can use a saved card, or type in new card information and submit.
Once your customer submits payment, they will receive a receipt. You will be notified that the customer made the payment, and you can use the “Transfer/Assign Deposits” feature to apply to invoices later.