If you need to create a one-time payment for a customer, you can use PayWhirl’s Create Invoice feature.
Manual charges are useful for more than subscription payments. You can use them to bill a customer for one-time products, services, fees, adjustments, or other charges. If the customer has a saved payment method on file, PayWhirl can charge that payment method and create the related invoice/order.
For merchants using the BigCommerce integration, you can also search for and add BigCommerce products when creating the invoice. Once the customer has a saved payment method, PayWhirl can charge their card on file and create an order in BigCommerce. This allows you to process one-time charges through PayWhirl in addition to regular subscription payments.
To start, click Invoices in the PayWhirl sidebar. Then click Create Invoice in the top-right corner of the Manage Invoices page.
Next, select the customer or group of customers subscribed to a specific plan that you want to bill. Click "Add item" to begin building the invoice
Depending on what the charge is for, you can add a Product, Service, or Fee.
Products, Services, and Fees are the types of line items you can add to a manual invoice. Each type works slightly differently:
Products — Sales tax and shipping are charged when applicable.
Services — Sales tax and shipping are not charged.
Fees — Sales tax and shipping are not charged.
For merchants using the BigCommerce integration, you can click on the BigCommerce product tab to search and add BigCommerce products
After adding all the items, review the invoice settings
In the Settings section, you can choose the invoice currency, whether shipping and taxes should be charged, and when billing should occur.
You can choose from the following actions:
Charge the customer immediately
Use this option if you want to charge the customer’s saved payment method right away.
Before charging the invoice, review the customer, line items, quantity, price, taxes, shipping, and total amount.
Schedule charges and generate invoices
Use this option if you want PayWhirl to generate and charge the invoice on a future date.
This is useful when you want to prepare the invoice now but bill the customer later. After scheduling the invoice, you can review and adjust invoice details such as the billing date, discount code, shipping address, and other invoice settings before the charge is processed.
Save the invoice as a draft
Use this option if you want to create the invoice without charging or scheduling it yet.
Draft invoices are helpful when you still need to review the details, make changes, or confirm the charge with the customer before billing.
Integration settings
If your PayWhirl account is connected to a supported integration service, such as BigCommerce, you may also see an Integrations section. This allows you to turn orders on and off in those connected systems.
Once everything looks correct, you can save the invoice based on the action selected. Manual invoices are a flexible way to bill customers outside of their regular subscription schedule, whether you need to charge immediately, schedule a future invoice, or create a draft for later review.
If you have any questions or need help creating a manual charge, please contact our support team
Best,
Team PayWhirl