There are two ways to create a charge for a client in Handy: in the **App **or through the Web portal. This article will go over the process using the web portal.

Web portal

Go to the Main menu and click on Reports and goals, then select Collection report:

There, you'll find the option to + Create new collection

This will open a screen where you'll search for the client's name, which will then show you the client's current balance.

Below that, you'll select the payment method, the amount to pay, and any additional comments or reference:

Once you've added all information, save the charge so it can be applied to the client's profile.

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Updated on: 10/16/2025