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accounts481
Level 1

How to add credit card payment options to invoices for customers without having to know or save their credit card information.

 
4 Comments 4
SophiaW
Level 4

How to add credit card payment options to invoices for customers without having to know or save their credit card information.

Hi @accounts481, welcome to the community, we're delighted to have you joining us. 

I understand how important it's is to protect your customers personal information and to secure their privacy. I've include an article that provides inform about processing and accepting credit card payment in QuickBooks on line. Here's is the link to the article Process a credit card payment . If you have further question feel free to reach out and we'll be happy to assist, or guide you on the right path to resolution.

Have an amazing day!

LauraAB
QuickBooks Team

How to add credit card payment options to invoices for customers without having to know or save their credit card information.

Hello accounts481,

 

Sophia has you off to a good start with highlighting QuickBooks Payments for QuickBooks Online. Based on what you're looking for, it sounds like this will be the perfect fit for your needs so that you don't have to ask your customers for their credit card information. I'll go over this in more details.

 

QuickBooks Payments gives you the option to accept credit card payments on your invoices in QuickBooks Online. Once your application is approved, all it takes is the check of a box before sending and your customers will see the option to use their Visa, Mastercard, Discover Card, or Apple Pay to pay their invoice. This requires no gathering of information on your end. They simply enter the information and it's good to go.

 

I'd like to add that the system does save their information, but not in a way that you can see all of the details, since I believe that's you're concern. Rather, you'd see the last four digits of the credit card details for the customer attached to their profile and to related transactions. It'd look something like xxx1234 Visa.

 

Here are some additional pages that go over QuickBooks Payments and what you need to know to use this service, including related fees, use policies, and so forth.

I hope this helps answer your question. I'll be here if you had any others. :)

melodyjdunn1
Level 1

How to add credit card payment options to invoices for customers without having to know or save their credit card information.

 I added the credit card payment option for my small business. Two clients paid and it has now been over a week and nothing. On the mobile app you cannot go in and change anything it seems or check process. I got an email this morning saying they could not be processed and I was charged an NSF fee for $23. How do I get charged NSF for a clients payments being processed. I am very unhappy with this. One the website I cannot find where to make changes. This is not user friendly at all 

Alex M
QuickBooks Team

How to add credit card payment options to invoices for customers without having to know or save their credit card information.

Hi there melodyjdunn1,

 

It's vital that you receive payments for the services you provide your customers. QuickBooks Payments is a great way to allow your clients to pay directly from the invoice you send. I can point you in the right direction for assistance with QuickBooks Payments.

 

For information about why this deposit isn't yet deposited as well as assistance getting it into your account, I recommend reaching out to the QuickBooks Payments support team. They'll be able to verify your account information in the system to be able to provide you with the most accurate information about those transactions in the system. You can reach out to them by phone by following these steps:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
 

If you have any other questions, feel free to reach out here.

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