Taking payment for invoice weekly

HandsomeMuscle — Sun, 21 Sep 2025 06:07:54 GMT

OK! So, I created an invoice for a client and included all the services/items he purchased. The plan was to "lay away" his total and charge 25% every Sunday until paid.

Then, I took a payment on iPad and keyed in 25% of the total and selected card on file and it went through. It then showed the remaining amount leftover on the invoice. All is right in the world.

THEN ... the following week I was on my desktop computer and I went to the dashboard and then invoices and I saw his outstanding invoice. I clicked to open it and I saw the previous payment I took, and the remaining balance. I clicked "Add Payment". Then a box popped up and asked me for the amount and I could only manually key in a credit card number. I could not select "card on file". I went nuts trying to figure it out because there is no way the system is that dumb. Well, it is.

I had to go in the other room on the iPad and go to invoices - add payment - and there I can use the usual payment methods for any checkout.

SO WHY?!?! usually the desktop/web version has MORE features and options. In this case it is backwards. Anyone know of an easier way?

Re: Taking payment for invoice weekly

Minion — Fri, 26 Jan 2024 23:05:24 GMT

Hi @HandsomeMuscle

So usually the way of the web version vs the app should honestly be have more features an easier usability....in my opinion. I rarely use the app at all because its much easier for me to navigate from my Chromebook.

Have you thought about setting up a recurring invoice in the future for these? The payment will be charged automatically on the due date if the customer saves the card to their file

Here is some more information on that,

thread Taking payment for invoice weekly in Payments Troubleshooting

Taking payment for invoice weekly

Re: Taking payment for invoice weekly