Charge a person

Learn how to charge a person any amount on the fly via payment link or structured through specific experiences.

Updated over a week ago

Charging a person in Peoplevine

Once logged into Peoplevine, navigate to Charge a Person under Sell > Transactions.


Find the person in the CRM that you want to charge or, click to register new person.
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Enter the amount you want to charge and any other settings.

Enter the payment method and billing information and click ย "Process Charge".

Please note, if your customer is going to do recurring billing or asks to keep the card on file, make sure you enter a card nickname.


*Before you can charge customers and accept payments ensure that you have a Payment Processor configured in PeopleVine as well as an SSL Certificate.

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