Sometimes you need to charge a member or company right away, especially when a service is purchased on the spot, a manual invoice is issued, or an automatic payment fails. Charging a stored payment method gives you a fast and reliable way to collect payment without waiting for the next billing cycle.
This article explains when to charge stored payment details and how to do it from the invoice page. By the end, you'll know how to initiate charges manually and keep invoice records accurate and up to date.
Summary
Use stored payment details to collect payments outside regular billing cycles.
Charge for walk-in services, upgrades, deposits, or one-off fees.
Resolve failed automatic payments by retrying manually.
Select a specific saved card or let the system choose the default.
Payments appear on the invoice immediately and update its status.
When to charge stored payment details
You might want to manually charge a saved card or bank account in these scenarios:
Ad-hoc purchases: Walk-in bookings, printing credits, snacks, or other one-time services.
Plan upgrades: A member adds a service or a team member mid-cycle and must pay upfront.
Manual invoices: You've issued an invoice outside of the automatic billing run.
Prepayments: For deposits or services like event spaces that require payment before confirmation.
Failed automatic payments: A recurring charge failed, and you want to retry it manually.
Membership reactivation: A member is returning, and payment is required before activation.
Final balance collection: You’re offboarding a member and collecting any outstanding amount.
Charge a saved payment method
To charge a member or a company's stored payment details:
On the Flex Admin Portal, go to Billing > Invoices.
Open the invoice you want to charge.
Click Charge Stored Details.
Enter the amount you want to charge.
In the Card field:
Leave it set to Auto to use the default saved method.
Or open the drop-down and choose a specific card or bank account.
Click Charge to process the payment.
The invoice status updates automatically once the payment is successful. It will be updated to "paid" if the payment covers the full invoice amount.