If a client has already authorized a credit card for payments and wants you to continue charging it without sending a new authorization each time, you can pay on the client's behalf. Read more about how to set up a monthly payment schedule using your ability to pay on the client's behalf.
Here's how:
1. Create a direct invoice (open the trip and click "Create" > "Invoice (Direct)")
2. Add the item(s) and create a payment schedule
3. Click "Next" > "Pay on client's behalf"
4. Alternatively, you can access this option in the "Files" tab. Click the "..." on the invoice. Then click "Pay on client's behalf"
5. Click the "Make A Payment" button
Note: Another use case for paying on behalf of a client occurs when you have charged the client for all trip elements on a supplier invoice and need to collect your planning fee from within the overall charge authorization. In this case, create a direct invoice for the planning fee only, follow the steps above, and you can separate the authorization into direct and indirect invoices this way.
Comments
2 comments
I followed the instructions above but do not see the option to pay on my client's behalf.
I have already received her pre-authorization form. How do I get the option to pay on the client's behalf?
Hi Lisa,
Please send in the details of this client and invoice number to hello@traveljoy.com or through the blue support button, and we'd be happy to take a look at your situation! 😊
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