Can you take payment like that eg 'over the phone'?
Yes, you can do it by generating a payment link either in Vital or Xero.
- Vital - For Completed Invoices Workaround:
- Resend the invoice to the FP email address.
- This will send a payment link that can utilize the customer's provided credit card details.
- Xero:
- Open the invoice.
- Click "Print PDF" to generate a PDF invoice.
- Click on the payment link.