Payment preferences in customer file

Melissa016 · ‎December 18, 2020

Is there a limit to the TYPE of payments accepted in the customer file? We run automatic payment for our customers on certain days of the month and need to be able to get a printout each day. We thought we might use this field for sorting printout.

KlentB · ‎December 18, 2020

Thanks for checking out the Community space, Melissa016

I'm here to share some information about how payment methods work in QuickBooks.

By default, the three payment types are cash, check, and credit card. Although, there is no limit to the method of payments accepted in the customer profile. Depending on your customer's needs, you may want to add ACH, EFT, or a specific name for each type of credit card accepted. You can also edit an existing payment method name to suit your client's preferences. Here's how:

Click the Gear icon.
From the Lists section, select All Lists.
Choose Payment Methods.
Click Add to create a new payment type.
If you need to change the name, select Edit from the drop-down arrow in the Action column.
Enter the name, then click Save to complete the process.

Additionally, I recommend reading this article to know what are the types of payment we accept for QuickBooks Online subscription.

You can always find me here if you have any other concerns or follow-up questions. Have a wonderful holiday.

View solution in original post

KlentB · ‎December 18, 2020

Thanks for checking out the Community space, Melissa016

I'm here to share some information about how payment methods work in QuickBooks.

By default, the three payment types are cash, check, and credit card. Although, there is no limit to the method of payments accepted in the customer profile. Depending on your customer's needs, you may want to add ACH, EFT, or a specific name for each type of credit card accepted. You can also edit an existing payment method name to suit your client's preferences. Here's how:

Click the Gear icon.
From the Lists section, select All Lists.
Choose Payment Methods.
Click Add to create a new payment type.
If you need to change the name, select Edit from the drop-down arrow in the Action column.
Enter the name, then click Save to complete the process.

Additionally, I recommend reading this article to know what are the types of payment we accept for QuickBooks Online subscription.

You can always find me here if you have any other concerns or follow-up questions. Have a wonderful holiday.

DahlenD

I have a customer who wants to use a VISA debit card instead of VISA credit card but when I go to process their payment it looks completely different than a credit card. Why is that, and how do I make sure the payment is charged/goes through? Normally the credit card process comes up with a screen that tell you the sales tax and if the was accepted or declined.

JanbonN

Hi there, @DahlenD.

For us to assist you better, I would appreciate it if you could provide some more details about the issue you're facing. Could you please share a screenshot of what happens when a customer pays using a VISA debit card and a VISA credit card? This would help us to understand the problem better and provide you with the best possible solution. Please be mindful that the pictures you'll share to not include personal information.

I am looking forward to hearing back from you.

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Payment preferences in customer file