> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/invoices/charge-a-customers-saved-card-for-an-invoice.md).

# Charge a customer's saved card for an invoice

If a customer has a saved payment method, you can charge it directly with Charge Payment Method, as long as you have permission to charge payments. On a Draft invoice (with no autopay), it's available from the "..." menu; once the invoice has been sent (or the customer has autopay enabled), it moves to the main action bar.

If Charge Payment Method is missing but you need to charge saved payment methods, contact your business's administrator to review your role.

Charging runs the payment and, when it succeeds, applies it to the invoice. Charging the full remaining balance moves the invoice to Paid; charging less than the remaining balance leaves it partially paid, or Overdue if the invoice is past due. This is different from Record Payment, which only records a payment you collected some other way without charging anything.

> **Where to find it:** On the open invoice, the "..." menu (Draft) or the action bar (once sent or autopay enabled)

## Related guides

* [How your customer pays an invoice online](/revenue/invoices/how-your-customer-pays-an-invoice-online.md)
* [Can I reverse a payment I recorded?](/revenue/invoices/can-i-reverse-a-payment-i-recorded.md)
* [Record a payment on an invoice](/revenue/invoices/record-a-payment-on-an-invoice.md)
* [Add a line item to an invoice](/revenue/invoices/add-a-line-item-to-an-invoice.md)
* [Apply a discount to an invoice](/revenue/invoices/apply-a-discount-to-an-invoice.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.withessential.com/revenue/invoices/charge-a-customers-saved-card-for-an-invoice.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
