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How do I charge a one-off payment to a payer who has a recurring plan?

Written by Dodd Caldwell

If payers have signed up for a recurring plan, you already have their payment information stored in MoonClerk. This means that if you need to, you can manually charge them for an immediate one-off payment and you can do so without having the payer go through the checkout process again. For example, imagine you run a lawn care service and one of your payers has a normal recurring plan for your service for $200 per month. One day, this payer asks you to do extra mulch work that costs $100. You can log in to your MoonClerk account and charge them that $100 and it will immediately charge them.

In order to do so:

1) Click on Plans in the dashboard main navigation
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2) Find the recurring plan for the payer to whom you'd like to add this extra charge. Click on that recurring plan.
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3) Find the Recent Payments section and click on the Create Payment button.
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4) Enter the amount that you'd like to immediately charge to them.
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5) If you'd like, you can enter an internal note that describes this payment.

6)Click the Charge button.
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7) If you have the Payment Successful notification enabled, then we will fire off an automatic email payment receipt to the payer.

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