Process payments in the GoPayment app

If your app has a green background, you have the green GoPayment app.

If your app has a blue background, you have the blue GoPayment app.

You can take payments on the spot, create an invoice, apply a payment to an invoice, and add/manage customers. The green app links to and automatically synchronizes with a QuickBooks Online account.

Make a new sale

If you're taking payment on the spot, create a sales receipt.

Note: If you already sent them an invoice, follow the steps in the next section:

1. Open the GoPayment app.
2. Tap the Plus (+) and select New sale.
3. Enter the total sale amount. Or select the Items tab to add individual products and services from your inventory.
4. Select Review order.
5. Select the Charge $ button.
6. Select the payment method: Card reader, Key in card, Cash, or Check.
   If you select Card reader, follow the steps based on the card type:
   • Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
   • Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
   • Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
   • If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
7. When you're finished with the form, select Tender Done.
8. After the transaction finishes, select Send to email or text the receipt.

Take payment for an existing invoice

If you already sent a customer an invoice in QuickBooks Online, they can pay for it online from the email you sent them. This is the easiest way to get paid.

You can also process payments for open invoices in person. The GoPayment app automatically syncs the payment with the invoice in QuickBooks Online.

1. Open the GoPayment app.
2. Tap the Plus (+) and select Invoice payment.
3. Find the customer, or use the search field.
4. Select the existing invoice the customer is paying for.
5. Tap Charge and select a payment method.

• Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
• Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
• Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
• If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.

Take payment in advance

You can accept customer payment before you create an invoice with the GoPayment app. QuickBooks Online saves the payment as a credit.

1. Open the GoPayment app.
2. Select the Plus (+) and select Customer payment.
3. Select the customer or select Plus (+) to add their info.
4. Select Add charge amount and enter the amount.
5. Select the Charge $ button.
6. Select the payment method: Card reader, Key in card, Cash, or Check.
   If you select Card reader, follow the steps based on the card type:
   • Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
   • Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
   • Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
   • If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
7. When you're finished with the form, select Tender Done.
8. After the transaction finishes, select Send to email or text the receipt.

The next time you create an invoice for the customer, apply their credit to pay for the invoice.

You can take payments on the spot. You can link it to a stand-alone payments account or a QuickBooks Desktop account managed through the Merchant Service Center (MSC). The payments information doesn't automatically synchronize with any QuickBooks product.

Note: If you linked your QuickBooks Payments account with QuickBooks Online, this experience isn’t ideal. You can switch to the new experience within the GoPayment app once you sign in as the primary admin.

Here's how to take a customer payment in person:

1. Open the GoPayment app.
2. Select Amount and enter the total sale amount. Or select the Items tab to add products and services from your inventory.
3. Select the Taxable option to charge sales tax.
4. Select View details if you need to add a memo or discount.
5. Select the Arrow icon > next to the amount to start the sale.
6. Swipe the customer's credit card. Or select Other payment options, then select either Key in card, Cash, or Check.
   If you select Card reader, follow the steps based on the card type:
   • Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
   • Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
   • Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
   • If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
7. After the transaction finishes, select Send to email or text the receipt.