Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Great question, Azohier. We must first activate the QuickBooks Payments feature to allow your customer to make payments with their credit card.
Once approved and set up, we can start charging your customers through credit cards.
Here’s how to do it:
- Click on the + New button, then Invoice.
- Fill in the invoice details, including the customer name, invoice date, products or services, and other relevant information.
- Select the Gear icon or Manage option in the upper right corner.
- Choose Payment options, then toggle on credit card payments or your preferred payment method.
- Select Save or Review and Send.
Your customer will receive a link where they can securely enter their credit card information and complete the payment. Once they submit the payment, you will receive a notification, and the payment will be processed.
For more information, check out this article: Receive and process payments.
Additionally, I recommend reviewing the following articles to assist in managing transactions after receiving payments from your customers:
You might also consider using QuickBooks Live Bookkeeping to make your accounting easier, keep accurate records, and get expert help, allowing you to focus more on growing your business.
I appreciate you taking the time to explore this feature. I'm confident you will be able to accept credit card payments from your customers with ease. If you have any questions, just let me know. I am here to help.
