How to Manually Bill a Customer Using a Saved Credit Card in Luminous

If a customer is present and you'd like to charge their saved card on file, Luminous makes it easy to process payments manually. Follow these steps:

Step 1: Create an Invoice

1. Navigate to the Sales section in Luminous.
2. Create an invoice for the customer if one doesn’t already exist.
   • Ensure the invoice includes all relevant items and details.

Step 2: Access Payment Options

1. Locate the invoice in the Invoices list.
2. Click the three-dot menu (...) next to the invoice.
3. Select Add/View Payment from the dropdown menu.

Step 3: Select the Payment Method

1. In the payment window, choose the Payment Type as Client Payment Profile.
2. The customer’s saved credit card(s) will appear.
   • If the customer has multiple cards, the default payment method will be highlighted.
   • You can select a different card if needed.

Step 4: Charge the Card

1. Confirm the card details are correct.
2. Click Add Payment to process the transaction.
3. Luminous will charge the selected card, and the payment will be recorded against the invoice.

Additional Notes

• Default Payment Method: Luminous automatically displays the default card for the customer. If multiple payment profiles exist, you can choose an alternative.
• Payment Confirmation: Once the payment is processed, the invoice status will update to reflect the completed transaction.
• Record Keeping: All payments are logged in the system, ensuring transparency and easy tracking for future reference.

By following these steps, you can quickly and efficiently bill a customer using their saved card on file, making the process seamless for both parties.