Who This Is For / When to Use
This article is for users who need to:
Process one-off or manual payments
Charge a customer without sending an invoice
Use a saved card on file across supported payment providers
Manage payments directly from a contact record
Overview: Manual Payments from Contact Records
Kyrios allows you to manage and process payments directly from a contact record using the Payments feature.
From the contact record, you can:
Add a card on file for future use
Charge a contact immediately using a saved or new card
Use saved cards regardless of the original payment provider
This enables fast, flexible payment collection without leaving the contact record.
What Changed From Previous Behavior
Previously, manual charges were limited to the default payment provider.
Now, Kyrios allows you to:
Save multiple cards on file for a contact
Charge any saved card, regardless of the payment provider
Add new cards at the time of charging and save them for future use
Each card is stored securely and can be reused for future transactions.
How to Access Manual Payment Options
Open the contact record you want to charge.
Locate the money icon in the top-right corner of the contact record.
Click the money icon.
You will see two options:
Add Card on File
Charge Now
Add Card on File
The Add Card on File option lets you securely store a contact’s card for future payments.
Steps to Add a Card on File
Open the contact record.
Click the money icon.
Select Add Card on File.
Enter the card details.
Save the card.
What Happens After Saving
The card is stored securely in the contact record.
The card can be selected for future manual charges.
The card can be used regardless of the payment provider.
Charge Now
The Charge Now option lets you immediately process a payment for a contact.
Steps to Charge a Contact
Open the contact record.
Click the money icon.
Select Charge Now.
Choose one of the following:
Select an existing saved card, or
Add a new card and optionally save it for future use
Enter the charge amount.
Click Charge Now to complete the transaction.
What Happens After Charging
The payment is processed immediately.
The transaction appears in the contact’s payment history.
If a new card was saved, it becomes available for future charges.
Common Issues and Fixes
Payment Fails During Charge
Verify the card details are correct.
Confirm the card has not expired.
Ensure the contact’s payment provider is active.
Saved Card Does Not Appear
Refresh the contact record.
Confirm the card was successfully saved.
Check user permissions for payments.
Incorrect Charge Amount
Review the amount before confirming the charge.
Use transaction history to verify completed payments.
Best Practices
Regularly confirm card details with customers to reduce failed payments.
Use saved cards for faster repeat transactions.
Review payment history frequently for accuracy.
Ensure all card data handling follows compliance and security requirements.
FAQ
How do I add a card on file for a contact?
Open the contact record, click the money icon, select Add Card on File, enter the card details, and save.
Can I charge a contact using a saved card?
Yes. When selecting Charge Now, you can choose any card already saved on the contact record.
Can I add a new card while charging a contact?
Yes. You can add a new card during the charge process and choose to save it for future use.
What should I do if a transaction fails?
Check that the card information is valid and up to date, then retry the charge or use a different saved card.
Is card information stored securely?
Yes. All card data is stored securely and handled in compliance with applicable security and privacy standards.