Send Invoice in Mobile App (Custom Charge)
Steps:
Tap "Today" in Bottom Navigation
Find Participant (Use Search Bar or Find in Sessions/Programs List)
Tap Participant Snapshot to open Participant Profile
Tap "Get Payment" Button
Tap "Send Invoice" in Segmented Control
Select Location from Location Dropdown
Insert Notes in Description Text Field
Insert Invoice Amount in Amount Currency Field
Tap "Send" Button
Charge Card in Mobile App (Custom Charge)
Steps:
Tap "Today" in Bottom Navigation
Find Participant (Use Search Bar or Find in Sessions/Programs List)
Tap Participant Snapshot to open Participant Profile
Tap "Get Payment" Button
Tap "Charge Card" in Segmented Control
Select Location from Location Dropdown
Insert Notes in Description Text Field
Insert Amount in Amount Currency Field
Option 1: Select Card on File
Tap Checkbox next to Card
Option 2: Add New Card
Tap "Add New Card" Button
Insert Card Number
Insert Expiration Date
Insert CVC
(Optional): Tap "Remember card for next purchase" Checkbox
Tap "Charge" Button