Direct Charge allows distributor admins or finance teams to directly bill customers for specific charges that are not tied to a standard product order. This feature is often used for special fees, credits, or adjustments that need to be applied outside of the normal ordering workflow and can be found in the Payments tab in Pepper Management Center (PMC).
The Direct Charge page can be found under the Payments tab in PMC.
Key Functions
Customer & Balance Selection
Select a specific customer (e.g., "Perfect Demo Example") to view their outstanding references, due dates, and current balances:
Flexible Itemization
Use the + Add charge button to include multiple references or adjust specific line-item charges before processing:
Note & Memo Management
A dedicated Notes field allows you to enter a payment memo for internal tracking or customer clarification:
Financial Summaries
The system automatically calculates the Subtotal, incorporates manually added Credits, and applies Transaction fees to reach the final Payment total:
Payment Method Options
Choose between charging a customer immediately, providing them with a secure link to complete the payment themselves, or copying a shareable payment link directly to your clipboard:
When to Use
Use Case | Example |
Non-Product Fees | Special delivery surcharges, fuel adjustments, or restocking fees. |
Account Adjustments | Pricing corrections, promotional credits, or resolving customer service issues. |
Miscellaneous Billing | Any charge or credit that doesn’t fit the standard order flow. |
How it Works
Managing a Direct Charge involves a simple three-step workflow within the PMC:
1. Configure the Charge
Select Customer: Search for and select the account you wish to bill.
Review Balances: Select the specific reference numbers and adjust the amount in the Charge column.
Apply Adjustments: Click + Add next to "Credit" or "Transaction fee" in the summary sidebar to modify the final total.
2. Choose a Payment Method
You have two primary ways to settle the balance:
Pay Now: Select "Pay Now" to use a saved Credit Card or ACH account on file and click Charge Payment to process it instantly.
Send Link: Select "Send link" to choose a recipient and set a Due date. Click Send Payment Link to email the invoice directly to the customer.
Alternatively, click the link icon in the "A link will be sent to your customer via email" line to instantly copy a shareable payment link to your clipboard. Note that the link option is disabled until the form is fully valid, preventing broken links from being sent accidentally.
Partial Payment Support: Payment links support partial payments — the link will charge the lower of the invoice balance or the amount you've specified. This works for both invoices and credit memos.
3. Finalize and Record
Once processed or sent, the transaction is recorded under the Transaction history tab for future auditing and reconciliation.