Staff can login to TimeTap and take client's credit card numbers to charge invoices as well. You can find client's existing invoices from the Payments & Invoices section of a client's profile or you can add a new invoice for a client under Payments > Invoices > Add New Invoice.
In this demo we'll add a new invoice and then show how to charge for that invoice through Square.
First, under Payments > Invoices, I'll click the "Add New Invoice" button:
I'll type in the name of the client that I am making the invoice for and click "Create Invoice for This Client":
On the created invoice, I can use the Add Line Item button to add charges, credits, or appointments. In this example I'm going to look at the client's uninvoiced appointments:
I'll select the appointment that I want to add to this invoice from the pop up window:
That will add the appointment as a line item to the invoice:
At this point I can either add more line items to the invoice or I can go ahead and click the "Charge with Square" button under the View Payments at the bottom to charge for this invoice:
I can then enter in the amount I want to charge and click "Charge Amount":
Please note: for this demo I have kept the balance amount on the invoice low intentionally so as to not rack up fake charges on my Square account. Square's policy is that the lowest amount that can be charged is $1. If you are testing this out on your side, keep that in mind. You cannot charge only .50 cents or any value less than $1.00.
I can fill in the fields for the card information and click "Charge" to charge the card:
When the charge goes through, you can close the window and see the payments recorded on the invoice and see that the invoice is now closed:
You'll also be able to login to Square to see the charge in your transactions list.