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How to create a manual charge

If you need to create a one-time payment for a customer, you can use the Create Invoice feature

Chris Rak avatar
Written by Chris Rak
Updated this week

If you need to create a one-time payment for a customer you can use PayWhirl's  Create Invoice feature. 

To start, click on the Manage Invoices tab in the PayWhirl Sidebar. Then find and click  "Create Invoice" at the top right corner of the Manage Invoices tab.

Next, select the customer and create the charge. Depending on what its for, it could be a product, service or a fee. Products, Services, and Fees are the types of line items you can add to a manual invoice. Each type of line item acts slightly differently depending on your selection. 

  • Products - Sales tax & shipping CHARGED

  • Services - Sales tax & shipping NOT charged

  • Fees - Sales tax & shipping NOT charged

Once you click 'Save and Continue,' you will be able to schedule the charge to bill immediately or schedule the invoice to bill in the future.

Bill Invoice Immediately: 

Schedule invoice to bill in the future: 

Bill Invoice Immediately: 

Please let us know if you have any questions. 

Sincerely,
The PayWhirl Team 

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