Once a client has saved their card in BravelyPay, you can charge it directly when issuing new invoices with no extra steps needed from them.
Clients must first agree to save their card when paying an earlier invoice.
If you haven’t enabled this yet, see: Enable Saved Cards
Step 1: Create or Open an Invoice
To charge a saved card, start by creating or opening an invoice for a client who has already saved their card details.
New invoice: Go to the Payments page (top nav bar)
Create Invoice from Scratch: + New Invoice (top right)
Create Invoice from Appointment: In the Uninvoiced Appointments section, click Create Invoice on any of the uninvoiced appointments listed
Existing invoice: Select any drafted invoices
Once the invoice is ready, you can continue to the next steps.
Step 2: Choose “Charge Card on File”
Continue to the Select Payment Methods page
If the client has a saved card, you’ll see the option to Charge card on file.
If you don’t see this option, the client hasn’t saved a card yet — you’ll need to enable saved cards first.Click Charge card on file
A confirmation modal will appear. Review the client’s card details carefully, then click Charge card to immediately begin processing the payment.
👍🏼 No action is needed from the client — they’ll receive a receipt via email.
Step 3: Confirmation (& Send Additional Receipt)
Once the card has been successfully charged, the invoice status will update to Paid, and your client will automatically receive a payment receipt by email.
By clicking Continue, you can choose to send an additional receipt (e.g. for including a message or to additional recipients):
Troubleshooting
No saved card showing? Confirm the client enabled card saving on their last payment. You can resend a $1 invoice to prompt this if needed. See Enable Saved Cards
Charge failed? You’ll receive an error notification, and the invoice status will reflect the failed attempt. Make sure the invoice hasn’t been marked as Paid before trying again.
Still having issues? Contact us — we’re here to help.