For center administrators with access to this area.

Use the available charge action to collect an invoice balance from the family’s saved payment method.

Steps

1. Open Money > Invoices and select the correct invoice.

2. Check existing payments, processing transactions and the open balance so you do not collect the same amount twice.

3. Open More > Charge card on file when available.

4. Review the family, saved payment method, balance, fees and final amount shown.

5. Only when ready to collect that amount, complete the confirmation and submit the displayed Charge action.

6. Read the payment result and check the payment and invoice records before retrying.

Check the result

This action attempts to collect money. It is different from Record payment, which logs funds already received, and Send to parent, which emails an invoice.

The action may use an eligible saved card or bank account. A submitted or processing payment is not the same as a successful, settled payment. Do not retry just because a bank payment is still processing.

Interactive walkthrough: Process Invoice Payment Using Saved Card on Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

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