How to charge a client after having collected their payment information ?

Created by Thibault Breboin, Modified on Thu, 5 Dec at 4:21 PM by Thibault Breboin

There are several ways to charge a client after you have collect their payment information.

Via status modification(Automation)

1. Navigate to https://www.colib.io/Settings?show=invoices

and enable "Automatically charge the client." option (Automation section).

2. Navigate to https://www.colib.io/Settings?show=appointments

and make sure the appointment type of the appointment has a price defined.

3. Go to the appointment you need to charge and change the status to "Completed". After confirmation, the client(s) will be charge for their appointment and a receipt will be sent.

Manual way

1. Navigate to https://www.colib.io/Settings?show=appointments

and make sure the appointment type of the appointment has a price defined.

2 Navigate to https://www.colib.io/Invoices

and click on the "Create Invoice" button

3. Select the client and their appointment to create the invoice

4. Enable the "Directly charge the client with the payment information provided" option and save the invoice by clicking on the "Save" button at the bottom of the page. After confirmation, the client will be charge for their appointment and a receipt will be sent.