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Charge an invoice

Charge an invoice attempts to collect payment on a specific invoice by charging the customer's payment method on file. Use it to automate payment collection when invoices go past due or after finalization.

How it works​

  1. The automation reaches the Charge an invoice step with an invoice in scope
  2. The step charges the customer's stored payment method for the invoice amount
  3. The payment succeeds or fails based on the payment method status
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales, select Charge an invoice
  3. Configure the invoice selection as prompted

Outputs​

This action produces no outputs available to downstream steps.