How to Charge a Customer Manually on PencilPay

You may have turned off the auto-charge feature for a customer and their invoice is now overdue and you want to manually process payment for the invoice.

To do this, follow these steps:

  1. Log into your PencilPay account.
  2. Go to Invoices and search for the Customer or Invoice Number.
  3. Once you find the invoice you want to manually charge, under "Actions" click on the "Charge" button.
  4. This will open a popup and click "Confirm" to manually charge or "Cancel" to stop.


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