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Billing & Accounts

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Dart CRM

Billing & Accounts

⚡ Billing (New) ↗ ← Back to CRM

Billing & Accounts

SYNC & BACKFILL LOG

Customer	Plan	Date Joined	Period	Amount	Bill Status	Payment Status ▼	Last Paid	Method	Due Date	Invoice Actions

Customers

All Tasks

All Notes

Complete Activity Log

Time	Date	By	Type	Action

💳 Take Card Payment

Amount (£) *

Reference / Note (optional)

Billing Period(s) * (tick one or more months)

Card Details *

💳 Charge Saved Card

Select Saved Card *

⌛ Loading saved cards…

Amount (£) *

Reference / Note (optional)

Billing Period(s) * (tick one or more months)

🔗 Link Square Customer Profile

SELECT THE MATCHING SQUARE PROFILE:

No Square customers found for that search.

✓ Ready to link:

▪ Link Stripe Customer Profile

SELECT THE MATCHING STRIPE PROFILE:

No Stripe customers found for that search.

✓ Ready to link:

💌 Resend Welcome Notifications

💌 Welcome Email

📱 Welcome SMS

🏛 Set up Direct Debit (BACS)

The customer must authorise the Direct Debit mandate by entering their bank details below.

⏳ Loading bank details form…

⏳ After clicking Authorise Mandate, the mandate typically becomes active within a few minutes.

💳 Take Card Payment (Stripe)

Amount (£) *

Reference / Note (optional)

Billing Period(s) * (tick one or more months)

Card Details

⏳ Loading card form…

🏛 BACS Direct Debit

Amount (£) *

Reference / Note (optional)

Billing Period(s) * (tick one or more months)

⏳ BACS payments typically clear within 3–5 business days.

📅 BACS Recurring Monthly

Set the monthly amount and charge day for this customer.

Amount (£) *

Day of Month *

Note (optional)

⏳ BACS payments typically clear within 3–5 business days.

📅 Delay Payment

The current PaymentIntent will be cancelled. A new one will be created when you click Submit on the scheduled date.

Amount: ·

📅 Target collection date

⚡ Submit BACS by: