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How to complete a checkout from a client's profile

Finish a payment or session checkout on a client's behalf, straight from their profile

Written by Agatha Beise

Sometimes a client starts a checkout and doesn't finish it, or you need to complete one for them while they're standing in front of you. You can do this from their profile rather than sending them back to a link.

Follow these steps

  1. Open People and open the client.

  2. Go to the session or payment that needs completing.

  3. Choose the action to complete the checkout.

  4. Confirm. The payment record updates on the client's profile.

Notes & best practices

  • Make sure the client has agreed to the charge before you complete it on their behalf. Completing a checkout takes their money.

  • Check the amount before confirming. Correcting a charge afterwards means a refund, which takes days to reach them.

  • If the client would rather pay themselves, send them the checkout link instead.

  • Every completed checkout shows in Payments like any other charge, so your reporting stays accurate.

FAQ

Does this charge the client straight away?

Yes. Confirm they've agreed to the amount first.

What if I complete a checkout for the wrong amount?

You'd need to refund it. See How to process refunds to clients.

Can the client complete it themselves instead?

Yes. Send them the checkout link and they can finish it on their own device.

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