Charge a card on an invoice

Requires a connected Stripe account. Payment recording is available on Starter plans and up.

Client on the phone with their card out? Charge it right from the invoice — no card readers, no separate terminal.

How it works

1. Open the invoice and click Add payment (or choose Paid/Partial from the status menu).
2. Set the Amount — the full balance is pre-filled, or enter a partial amount.
3. Choose Credit Card as the payment method.
4. Enter the card details in the secure card field and submit.

The card is charged through your Stripe account immediately. On success:

• The payment appears in the invoice's payments table with a reference like Visa •••• 4242
• The invoice status updates automatically (Paid or Partial)
• A permanent entry is written to the activity log

If the card is declined, you'll see the reason right in the dialog — nothing is recorded, and you can try another card.

Security

Card numbers are entered into a Stripe-secured field and go directly to Stripe — they never touch Velosiq's servers, and only the brand and last four digits are kept for your records.

Refunds

To refund a card charge, use your Stripe dashboard (one click away via Settings → Payments → View Stripe dashboard). That's where the money actually moved, so that's where refunds are issued.

Prefer the client pays on their own? Use Stripe checkout instead — a secure hosted payment page for the invoice.