Paying Invoices Online & Managing Saved Cards on File

This article explains how clients can pay invoices online and manage their saved payment methods securely. You’ll learn how to access and pay outstanding invoices, add or remove saved credit cards, and set a default payment method for future transactions. 

Things to know:

• The invoicing feature is controlled by the "Enable Invoicing Clients" company setting. Learn more about invoicing here
• Invoices can be shared via a link or sent directly through the Communicator for a quick, seamless experience.
• POS tickets automatically update with any invoice changes, and once payment is completed, the ticket closes automatically in-store.
• Clients can add tips for services if the "Allow clients to leave tips?" setting is enabled.
• Clients can pay using a saved card or enter a new card at the time of payment.
• If the "Require credit card on file to purchase membership" setting is enabled, clients must have a saved card to purchase a membership via invoice. If disabled, a saved card is not required.
• Membership value credits are displayed based on the amount used, regardless of whether the 'Apply Membership Value Credits' setting is configured to apply before tax or after tax. 
• Invoices for prepaid appointments show a $0 balance and include any relevant in-package or in-membership labels.
• Invoices for walk-ins will not show a 'Saved Payment Methods' option; these clients must manually enter their card details to pay
• Multiple manual promotion codes can be applied if the promotions are stackable. Learn more here
• Any configured surcharges are automatically included on invoices. Learn more about surcharges here.
• Prices displayed on an invoice are shown in the company’s selected currency.
• A language selector is available on the Invoice page. The list of languages shown is determined by the languages enabled in the company’s language settings.
• Once an appointment is marked as completed, a transactional email can automatically be sent to the client with their invoice to complete payment. This functionality is controlled by the “Send Invoice Automatically When Appointment is Completed” hidden setting, which can only be enabled by the MyTime team. To enable this setting, please contact support@mytime.com. Learn more here

Contents:

• Paying An Invoice Online
• Managing Saved Cards On An Invoice

Paying An Invoice Online

When an invoice is sent, the client receives a link (via email, text, or a shared link) to view and pay the invoice online.

1. Click the invoice link to open the payable ticket in their browser 
2. If the invoice includes a service and the "Allow clients to leave tips?" company setting is enabled, the client will see a "+ Add Tip" option. 
3. Enter gift card number or promotional code if applicable
4. Complete payment:
   • No Saved Card on File: Click Pay With New Card and enter the card details. 
   • Saved Card on File: The saved card will appear under Saved Payment Methods. Clients can select it or choose Add New Payment Method to pay with a different card. 
5. Click the 'Pay $XX' button to complete the transaction. A success confirmation modal will appear. Click OK to close it.
   
6. A confirmation message will also display below the 'Review and Pay' section
   
7. Once payment is completed, the POS ticket will automatically close in-store

Managing Saved Cards On An Invoice

Clients can manage their saved payment methods directly from the invoice page.

To Add a New Card: 

1. Click + Add New Payment Method. This option appears whether or not a card is already saved
2. The credit card entry form will appear below to add the card details 
3. Enter the card details and click Add
4. A confirmation message will appear once the card has been successfully added
5. The card will then be added and displayed

To Delete a Saved Card:

1. Click the Delete icon next to the saved card you wish to remove.

2. Click Confirm to complete the deletion.
3. If the card is removed successfully, a confirmation message will appear 
4. If the removal fails, an error message will be displayed

For more information, contact us at support@mytime.com or (385) 233-6964.

Related Articles:

Invoicing Clients Directly from POS

Configure Invoice Notification