Congrats on your first post in the Community. Collecting credit card payments through Sales Orders is a fast and easy way to get paid. I'd be glad to share more info on this.
At this time QuickBooks allows to set up online payments which can be used through an invoice an invoice. You can automatically charge your customer's credit using a Sales Receipt but for Sale Orders (Estimates) that isn't possible yet. I can see how this feature would be beneficial to you and your business and I encourage you to send Feedback about this to our engineers. You can do this by clicking the Gear icon and looking for Feedback.
To learn more about our powerful online payments feature, check out this link here. Let me know if you have other questions. I'll be happy to assist. Otherwise, enjoy the rest of you week and stay safe.
Hi there Nick and welcome to the Community,
I love that you're creating Estimates using QuickBooks Online. This is a great way to form an agreement with your customer based on a proposal for work. You're correct in saying that there isn't an option to receive payment by credit card towards an Estimate. To do so, you'll need to convert the Estimate to an Invoice first, which can be done easily by navigating to the All Sales tab of the Sales menu and choosing Create invoice from the action column. Once you're set up with Payments, you'll be able to select the Cards checkbox on the invoice so that when you hit Save and send to send it to your customer, they'll have the option to pay by credit card directly from the email they receive.
Feel free to submit feedback on this as suggested by @JamesM above. This way our product developers will know what features need to be incorporated to make QuickBooks Online work best for your business.
Let me know if there's more I can do to help. Take care.
So - just catching up...
Our process (has been) to create a sales order then receive a customer deposit (recorded as a liability) at time of order. When items are completed and shipped or picked up we create an invoice for the net amount owed (offset by the deposit).
If we take card payments directly into QB it does not appear there is a facility to do this against a sales order.
If we create an invoice (often with several items) from the sales order to accept a deposit payment, then the clock starts counting on the open amount of the invoice - which we don't want because the products/services have not been delivered.
Is there a different/ better way to handle transactions like this? Really want to use the card payment process in QB.
Thanks for joining us here. Welcome! QuickBooks Online enables you to create an invoice to request payment from your customers with specific terms. However, a sales order provides confirmation that your vendor can provide the products and services required. In addition to the information provided above, I recommend creating a Delayed Credit for your customer. This tracks a customer's credit for future use, and can be used to reduce the balance of an invoice. Here's a helpful guide for your reference, to see if it's the best fit for your QuickBooks goals.
Please feel free to reach back out if other questions come to mind. We're here for you!