Taking a payment
Charge a card on file or a new card, record cash or a cheque, or email a payment link, against one or more invoices.
Who this is for: Scheduler, Biller, Practice manager, Practice administrator
Take the payment
- Select Create in the header, then Take a payment. From a client's Payments area, select Take a payment; on an invoice, Add payment.
- Under Who is paying, choose the client.
- Tick the invoices the payment is for and check the amount on each.
- If the client has account credit, choose whether to Apply account credit.
- Under Payment method, choose Online card on file, New card, Cash, Cheque, External card for a card taken on another machine, or Payment link to email them a link.
- Select the button, which names the amount, for example Charge or Record followed by the amount.
Tip: For a cheque or an external card, add the cheque number or the processor's reference under Reference (optional).
Important: If a card is declined, ask for another card or take the payment another way. Never charge again while a payment is still being settled.
Save or remove a card
- Choose New card, type the card details in, and select Save this card to keep it for next time.
- Under Cards on file, select Remove beside a card the client no longer uses. Payments already taken on it stay readable.
Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.