Taking a card payment

Charge a customer's card for an open invoice without them using the portal pay link — from the invoice list, or from the booking on the scheduler.

Steps

1. Open Invoices.
2. Find a row with status Open or Overdue.
3. Click Take payment.

Sweepa creates a Stripe Connect direct charge on your connected account. When Stripe confirms payment, the invoice marks Paid and any linked registration can confirm automatically.

If a payment was already attempted, the button reads Retry charge instead.

The same row has Email invoice if you'd rather send a pay link than charge the card yourself.

From the scheduler sidebar

Open the booking on the scheduler and press Take payment. If the client has a card on file, choose Saved card. If not, choose Charge card: the card form opens in the sidebar straight away — key in the card and press Charge. When the booking is on an invoice (including one you merged), the charge is for that whole invoice. Tick Save this card for next time if the client wants it kept. See using the scheduler.

To take everything a client owes on their bookings in one payment, press Pay all next to their unpaid total in the sidebar's list of the client's bookings. To pay only some, tick them and press Pay. Choose Card (or New card) to key a card in, or Saved card to charge the one on file. See Working from the booking sidebar.

Customer self-service

Customers can pay at My account → Invoices → Pay now, or via the pay link you email or share from the invoice detail page — see Sending an invoice email.

Requirements

• Stripe Connect must be set up and ready to accept payments (a manager or owner links it once, under Account → Payments & Billing)
• Demo venues run in Stripe test mode — no real money moves

After payment

• Invoice status becomes Paid
• Payment appears in Payment history on the invoice detail page
• Linked pending registrations can flip to confirmed

Permissions

All operator roles (owner, manager, staff) can use Take payment on the list.

Related

• Invoices overview
• Sending an invoice email
• Using the scheduler
• Working from the booking sidebar
• For managers and owners: Stripe Connect setup

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Or ask the helper

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• Show me — ask the helper to show you, and it lights the control on your own screen while you press it.

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