Prerequisite
A job must be marked completed in Vital before an invoice preview stage and taking payment. If you are not currently in the Job Invoice preview stage Click here to view the guide.
This Guide will cover the following payments situations for a Job Invoices in Vital:
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On this page, as shown in the screenshot above, you'll need to choose how to invoice the client. Your options are:
- Option 1- Charge the CC on file before sending the Invoice to the Client
- Option 2 - Send a "Pay Now" button to the customer requesting a payment ( This will send an invoice to clients email requesting for payment)
Option 1-To process invoice via CC on file
When CC on file is selected as payment navigate to the green pay invoice button
A window will appear called " Record a payment for this invoice " As per the screenshot below:
Note that there are two options: (1) Select card (2) use another payment method.
- If there is a card on file, the card will be shown under 'select card'. However, you can still add another payment method should you want to using 'use another payment method'. This card can be stored using the toggle.
- If there is no card on file, you will be able to add a payment method and store the details (as cc on file) for future reference.
Then select Pay button on the bottom right. Once the pay button is selected you will get a confirmation for a Transaction Approved or Failed status. As per the example below :
Option 2-Send a "Pay Now" button to the customer requesting a payment
In the Job Preview invoice section Select the Send button
Your client will receive an email requesting for payment via the Pay Now link.
Please see below screenshot from a client perspective
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