Make Transactions from the UI

There are many ways to initiate transactions from within the Payabli UI. This guide explains how to create transactions from the UI, including one-time payments and charging customers again.

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Create a one-time payment from a customer record

One-time payments are single transactions processed for a specific customer. This section explains how to create a one-time payment from within a customer record in the Payabli UI.

To access the customer record, navigate to Money In > Customers. From here, you can create a payment directly from any customer’s record by following these steps:

1. Locate the target customer record and click the three-dot icon in the Action column.
2. Select Create Payment from the menu to open the Create Payment panel.
3. Specify the operation type (Sale or Authorize or “Capture Later”).
4. Enter the payment amount and a description in the appropriate fields.
5. (Optional) Enter an invoice number.
6. Enter the customer’s payment information by either selecting a stored payment method or entering new payment information.
7. (Optional) Check the Save payment details for future use box to store the payment method.
8. (Optional) Add any relevant notes to the payment record.
9. Click Review & Pay and follow the prompts in the modal to complete the transaction.

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Charge a customer again

The Charge Again option allows you to run an existing transaction a second time. This guide explains how to charge a transaction again in the Payabli UI.

To charge a transaction again from the UI, navigate to Money In > Reports > Transactions, then follow these steps:

1. Locate the target transaction record and click the three-dot icon in the Action column.
2. Select Charge Again to open the Charge Again panel.
3. Select the operation type:
   • Sale to process the transaction immediately
   • Authorize or “Capture Later” to authorize the transaction and reserve the funds for processing later
4. Enter the transaction details:
   • Payment amount
   • Transaction description
   • Catalog item or create a one-time item. If the item isn’t found in your catalog, you must either select Add a One-Time Item or Add Item to Catalog to proceed.
5. (Optional) Enter an invoice number.
6. Enter the payment information. Either select a stored payment method or enter new payment information.
7. (Optional) Check Save payment details for future use to store the payment method.
8. (Optional) Add notes to the payment record.
9. Click Review & Pay and follow the prompts in the modal to complete the transaction.

The transaction is processed immediately if you selected Sale. If you selected Authorize or “Capture Later”, the transaction is authorized and reserved for processing after you capture it.