Pay on Behalf of Clients [video]

There are three ways to pay on behalf of clients covered in this article and video:

1. Paying an Invoice in Full

2. Making a Partial Payment

3. One-Off Payment

Paying an Invoice in Full

Admin and read-only users can pay an invoice on behalf of a client directly in Cartwheel — two ways: from the invoice detail page via the ••• menu and selecting "Pay in Stripe", or from the Client Detail Page by selecting invoices and clicking "Pay Balance" to bulk pay.

Make a Partial Payment

Admin users can make a partial payment on behalf of a client from the invoice detail page. Select the ••• menu, choose "Make a Partial Payment," enter the amount, and provide a reason. Clean, documented, and auditable.

One-Time Payment

Need to collect on an invoice that isn’t currently in Cartwheel? You can make a one-off payment for any client. In Payments, select “Make One-Off Payment,” enter the details as prompted, and proceed to Stripe to complete the transaction. It is critical that you do not use this functionality to make payments for invoices already in Cartwheel.