Process payments in the GoPayment app

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

Take and apply payments, create invoices, and manage customers. The green app syncs with QuickBooks Online.

Make a new sale

If you're getting paid right away, create a sales receipt.

1. Open your GoPayment app.
2. Tap Plus (+), and select New sale.
3. Enter the total sale amount, or select Items to add products and services.
4. Select Review order.
5. Select Charge $.
6. Select a payment method.
   • Select Card Reader to process payments with the QuickBooks Card Reader.
   • Select the Key in card and enter the card info manually.
7. Select Charge.
8. Select Tender Done, then select Send to email or text the receipt.

Take payment for an existing invoice

If you've sent a customer an invoice in QuickBooks Online they can pay it online from the email you sent them.

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

1. Open your GoPayment app.
2. Tap Plus (+) and select Invoice payment.
3. Find the customer, or use the search field.
4. Select the invoice the customer wants to pay.
5. Tap Charge.
6. Select a payment method.
   • Select Card Reader to process payments with the QuickBooks Card Reader.
   • Select the Key in card and enter the card info manually.
7. Select Charge.

Take payment in advance

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

1. Open your GoPayment app.
2. Select Plus (+) then select Customer payment.
3. Select the customer or select Plus (+) to add their info.
4. Select Add charge amount, then enter the amount.
5. Select Charge $.
6. Select a payment method.
   • Select Card Reader to process payments with the QuickBooks Card Reader.
   • Select the Key in card and enter the card info manually.
7. Select Charge.
8. Select Tender Done, then select Send to email or text the receipt.

Note: You can also create an invoice for the customer, and apply their credit to pay for the invoice.

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

Take payments right away. Connect to a stand-alone payments account or a QuickBooks Desktop account managed through the Merchant Service Center (MSC). The payment details won't sync automatically with any QuickBooks product.

Note: Once you sign in as primary admin, you can switch to the new experience in the GoPayment app.

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

1. Open your GoPayment app.
2. Select Amount.
3. Enter the total sale amount, or select Items to add products and services.
4. Select the Taxable option to charge sales tax.
   • Select View details if you need to add a memo or discount.
5. Select the Arrow icon >, then select a payment method.
6. Select Card Reader, or select Other payment option to choose either Key in card, cash, or check.
   • Select the card reader to process payments with the QuickBooks Card Reader.
   • Select the key in card to enter the card info manually.
   • Select cash to process the payment with bills or coins.
   • Select check to process payments with an e-check or a bank transfer (ACH).
7. Select Charge.
8. Select Send to email or text the receipt.

With Apple’s new Tap to Pay feature on the latest iOS version, merchants can now accept payments on the go without setting up card readers.

Note: Tap to Pay for iPhone requires the latest iOS version on iPhone XS or later.

Enable the Tap to Pay option.

Here’s how to enable Tap to Pay in the GoPayment and QuickBooks Online mobile app on iOS:

1. Select the Menu icon.
2. Tap the Gear ⚙️icon.
3. Select Tap to Pay on iPhone.

QuickBooks Mobile

GoPayment

4. Select Enable Tap to Pay on iPhone.

5. Select how to set up your Tap to Pay option:

• Continue with this Apple ID: (recommended) This sets up Tap to Pay using your iPhone's Apple ID.
• Use a different Apple ID: This option will set up Tap to Pay with an alternative Apple ID.
  Note: Your device will configure after you select the desired Apple ID. This step may take several  minutes to complete.

6. The message “Tap to Pay on iPhone ready” will appear after you complete the setup.

7. Select Got it and Tap to Pay is ready to use.

After setting up the Tap to Pay on your iPhone, you can now accept contactless payments on your iPhone with the GoPayment app from physical debit or credit cards and mobile digital wallets, including Android.

Use Tap to Pay for invoices (iPhone only)

With Apple's new Tap to Pay feature on the latest iOS version, merchants can now accept payments on the go without setting up card readers.

Here’s how to accept Tap to Pay payments with an invoice in the GoPayment or QuickBooks Online mobile app:

1. Select the Menu icon.
2. Select the ALL tab.
3. Select Invoice payment within the Sales area.
4. Select the invoice you need to pay.

5. Select Charge payment.

6. Select the checkbox next to the invoice you want to pay.

7. Select Charge.

8. Select Tap to Pay.

9. Your customer can tap their payment method to your iPhone to pay. They can use a debit or credit card, or a digital wallet on an Android phone.

10. After payment, the message “Done” appears.