How To Send An Invoice/Charge A Customer's Card

Sending an invoice one time or on a recurring basis to an individual customer on Bottle is easy. You might want to do this if you overcharged or undercharged a customer, or if you want to charge a customer for something separate from their weekly payment.

Video Overview:

How to send an invoice:

  1. Go to the Bottle Messenger page
  2. Search for the conversation for the customer you're trying to charge
  3. Click the '...' in the top right corner of the screen
  4. Click 'New Manual Invoice'
  5. Add a description and a price for how much you want to charge
  6. Next, choose the frequency of the charge. You can choose 'Once' to send a one-time invoice, or choose a time like 'Weekly', 'Monthly', 'Weekdays', etc to make the charge recurring.
  7. Scroll to the bottom and select either "Charge" to automatically charge the customer's card, or "Invoice" to send an invoice to the customer.
  8. Press "Submit" when you are finished.
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