How do I charge an invoice to a payment method?

How to Charge Invoices to a Payment Method

Only users with System Administrator, Registrar, or Accounting roles can sweep invoices. Follow these steps to process invoices:

Steps to Charge an Invoice

1. Navigate to Accounts & Billing / Invoices:

2. Select Invoices:

   • In the top list of invoices, select one or more invoices to charge.
   • Optionally, use the [Filters] area on the right to refine your list by Status, Date, Roster, and other criteria.

3. Initiate Payment:

   • Select [Batch Actions] and then choose [Sweep selected]. The system will use each account holder's primary payment method:

     • For credit card payments, the transaction processes immediately.

     • For bank account payments, the invoice will enter a payment-processing state (indicated by an hourglass icon) while the payment completes.

   Note: Invoices with a partial refund and an outstanding balance cannot be swept in batch mode. To proceed, remove these invoices from the selection or sweep them individually.

4. Verify Payment:

   • Refresh the Invoices view as needed after a minute or two.
   • To review payment details and history, select the Payments tab in the bottom portion of the screen, which will display all payments and refunds associated with the selected invoice(s).