Use Easy Charge

Purpose

Create a custom-amount, product, or subscription charge from one guided screen.

Before you begin

• Confirm the customer authorized the amount and payment method.
• Search for the existing customer before entering a new one.
• A phone number is optional for a new Easy Charge customer. If provided, it must be unique in the merchant account.

Procedure

1. Select Easy charge in the left navigation.
2. In Full Name, search for the customer. Select the matching suggestion when the customer already exists.
3. If there is no match, keep the new full name and complete the card, billing address, required email, and optional phone fields. There is no separate Create new customer option; the new customer is created as part of the Easy Charge flow.
4. For an existing customer, select the authorized saved payment method and verify the email and phone, then select Continue.
5. Choose the order type:
   • Custom Amount: enter the amount and optional description.
   • Sell Product(s): add the product line item; + Add product can open the product builder when a new product is needed.
   • Sell Subscription: select or create the appropriate recurring plan.
6. Select Continue, verify the subtotal, delivery fee, and total in Summary, then select Charge once.

Demo total mismatch: The final screenshot shows a $1 custom amount but a $0 summary and a disabled Charge button. It illustrates the control location only. If the actual summary does not match the intended charge, stop and resolve the discrepancy before submitting.

Duplicate-phone behavior

Easy Charge does not allow a new customer to reuse a phone number already stored on another customer. For a spouse, household, or business team that shares a number, select the existing customer only when it is truly the same billing profile. Otherwise leave the optional phone blank or use the new customer’s unique direct number.

Troubleshooting

• No Create customer option appears: This is expected. Enter the new person’s name and details directly.
• The phone is rejected: The number already belongs to another customer. Search for that profile, or leave the optional phone blank for a genuinely different customer.
• Continue is unavailable: Complete the required customer and payment fields.
• Charge is unavailable: Complete the order step and make sure the total is greater than zero.
• The charge is processing: Do not select Charge again. Wait for the result or review the new order.