QuickBooks Invoicing and Payments with GoPayment

You’ve come to the right place, @RangerZ.

I’ve got here some articles that you can utilize in creating invoices and processing payments using your card reader. These links can guide you through the steps by steps process in effectively recording this:

• Use a USB credit card reader with QuickBooks Online
• Process a credit card payment in QuickBooks Online
• Take and process payments with QuickBooks Payments
• A quick guide to Credit Card processing

You might also want to check for the complete guidelines in case you need to refund your customer in the future: Record a customer refund in QuickBooks Online.

In case you need to learn some tips managing your QuickBooks Online (QBO) account effectively, visit our QuickBooks Support page for guidance. We have articles there that you can read for your future reference.

Let me know if you have any other concerns or questions supervising your customer payments. I’m always around to help you. Have a good day and more power in your business!
 

Number 2 will due. 

At about 2:45, while creating the Sales Receipt, the "Seller" checks off 2 boxes, one each for Credit Cards and ACH. 

Can these be set:

1 - Globally as a default for all cutomers

2 - Overridden by customer (eg only one or the other)

I do not want the Sales person to have to deal with this on every invoice.

Hello there, @RangerZ.

I'm here to provide some insights about the online credit card and ACH payments in QuickBooks.

For your first question, we're unable to set this default for all of your customers. You'll have to select one customer at a time. While for the second question, as long as the online invoice payment is turned on, you're customer can choose what payment method they referred to. 

Also, once your customer already provided his/her bank information. You'll have the option to save it for future use. This way, you don't have to re-enter every time they pay you via ACH.

In case you have a preferred payment method set for your customer. You can follow the steps below:

1. Go to Sales on the left-hand menu, then Customers.
2. Locate a customer you want to edit and click on their name. 
3. Under the Customer Details tab, press on Edit.
4. On the Customer Information window, go to the Payment and Billing tab. Select the Preferred payment method drop-down menu and enter the necessary information.
5. Hit Save.

You might want to read these articles to learn about online payments: 

• QuickBooks Online Payments
• Online Payments and Processing Limits

Please keep in touch with us here in the Community should you need any further assistance. I'm always here to help.

I think you failed to grasp my question.  I do not want to let them select,  I want to dictate which they can use such that when the Sales Receipt is processed they can ONLY choose what I offer them.

Specifically, I do NOT want to offer Credit Cards to most of my clients as they already pay by bank draft.  This would only increase my costs with no real benifit.

Please detail the process to set the payment options at the customer level as an admin task such that the acceptable options show when processing a Sales Receipt.

Also, if set at the Customer card level, can these be locked such that the Sales person can NOT override them when processing a document?

Hello @RangerZ,

As of the moment, there isn't an integrated way to display and let your customer know about the accepted mode of payment when sending them the sales receipt.

With this, you can consider manually lettings your customer know about the mode of payment you accept. Or use the Memo field of the sales receipt and enter the mode of payments you accept.

For the salesperson not to override a document, you can set a user role or access rights. To do so,

1. In QuickBooks Online, go to the Gear icon.
2. Under YOUR COMPANY, select Manage Users.
3. Select the employee you wish to access your payments account.
4. Put a checkmark on Take payments only.
5. Click Save.

Learn more about your user's role and permission with this article: QuickBooks Online and GoPayment Updates.

Additionally, I've also included this helpful reference for a compilation of articles you can use while working with us: QuickBooks Payment FAQs.

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

One of the things I dislike about this Forum is the lack of Support Continuity.  THE SAME PERSON SHOULD BE ANSWERING ALL THESE QUESTIONS.  Not sure if you don't read or just regurgitate what your CRM system tells you, but my questions are not being addressed adequately.  Stop the useless references.

It's probably worth confirming, that if I have a Merchant Account configured, that I DO or DO NOT need the Go Payments tools\scanner.  Can one just enter a Credit Card or Routing Info directly into a Sales Receipt?  I know that in DESKTOP, I can process the payment without any additional tools.

Lets try this AGAIN.  Menu path please!

How do I mark a Customers "Card\Master Data" to default what the accepted payment options are in a Sales Receipt or Invoice?  I expect this is done at the customer level and then defaults to any documents generated for the Customer. 

When the Sales person generates and Sales Receipt, the Customer defined options should be defaulted.  I can train the Monkey not to change them if I have to, but prefer he not be able change the settings.  Please confirm or deny both items.

When an Invoice is mailed and they press the Pay button, I expect that they will only be offered the options that I have set in their Customer Card\Master Data.  Please confirm or deny.

This is not the kind of experience that we want you to have, @RangerZ.

Thanks for taking the time to bring this to our attention. We will use the feedback to make us better. 

When processing a sales receipt, if you select to Use this credit card in the future your customer's credit card will be saved. Then, next time you process sales receipts for this customer, you no longer need to enter their payment information.

I understand that you’d like to let your customers only have the option to pay you using the card that you set in their profile. However, they still need to re-enter their credit card information when processing their payment. The option to set it as default is currently unavailable. 

Let me know if you still have questions. I'm always here to answer them for you. Have a great rest of the day!

@MJoy_DThis is PATHETIC!

You have not answered a single question I have asked, indeed 90 % of the responses in this thread are pure dribble, making the thread unreadable (TL\DR) for any future party who may be looking for a solution.

1 - Is Go Payments required to process a Sales Receipt for some one paying with a Credit Card? (Yes\No)

1A - If No in 1, please confirm that Card information can be manually entered into a QBO window. (Yes\No)

1B - If No in 1A, are there other Products that may be used? (Yes\No)

1C - If Yes in 1B, please list alternative products\tools

2 - In Sales => Customers => Edit a customer, does adding a Merchant Account add any additional field (ie Check boxes to accept CC or ACH) to any of the tabs (ie Billing and Payments) (Yes\No)

2a - If Yes in 2, exactly where and what is added. Please include a screen snip.

3 - If Yes in Question 2, will the configured setting be the only available payment methods in a Sales Receipt for the Customer (Yes\No)

4 - If Yes in Question 2, will setting these parameters only permit the configured payment methods for an Invoice mailed to the Customer (Yes\No)

4A - If the customer pays an Invoice on line, do they have the option to Save their:

A - Credit card information (Yes\No)

B - Back Draft information (Yes\No)

PLEASE READ CAREFULLY and if need be TEST.  I did not previously ask about saving credit card information.

I'll make sure we sorted all your queries well, @RangerZ.

Let me start by addressing it in accord with your queries::

1 - Is Go Payments required to process a Sales Receipt for someone paying with a Credit Card? Yes, for record-keeping purposes and able to match the deposit transactions from Go Payments with QuickBooks transactions.

1A - If No in 1, please confirm that Card information can be manually entered into a QBO window. Yes

1B - If No in 1A, are there other Products that may be used? There is no other product that we can recommend to integrate with QuickBooks aside from Go Payments.

1C - If Yes in 1B, please list alternative products\tools. Visit apps.intuit.com or go to the Apps menu in QuickBooks.

2 - In Sales => Customers => Edit a customer, does adding a Merchant Account add any additional field (i.e., Checkboxes to accept CC or ACH) to any of the tabs (i.e., Billing and Payments). Yes

2a - If Yes in 2, exactly where and what is added. Please include a screen snip.

3 - If Yes in Question 2, will the configured setting be the only available payment methods in a Sales Receipt for the Customer. Yes

4 - If Yes in Question 2, will setting these parameters only permit the configured payment methods for an Invoice mailed to the Customer. Yes

4A - If the customer pays an Invoice online, do they have the option to Save their:

A - Credit card information: Yes

B - Back Draft information: Yes

Also, the references shared by my colleagues, especially to @JasroV's shared video articles, will guide you to learn more about processing online payments.

Feel free to place a comment if you have other questions. The Community is always here to help. Take care, and have a nice day ahead!

@Jovychris_A   Very Good, just one mistake.  The graphic is the Invoice, I wanted to see where (3rd time I am asking BTW) where in the Customer Master data the setting is.

I am a bit confused about your response to Question 1. "Yes, for record-keeping purposes and able to match the deposit transactions from Go Payments with QuickBooks transactions."  Please know that I am familiar with the Desktop integration.  I use the Merchant Center website to monitor payments and statuses.  Daily we use the Desktop menu path Banking => Make Merchant Center Deposits to import batches sent to our Bank. 

Does the integration with QBO have a similar function using the Go Payments tools?  I only found Go Payments looking for a card reader.  I have been led to believe by your articles that Go Payments is Hardware and supporting mobile device app ONLY. 

5 - Does Go Payments put the transaction into the Merchant Account process as noted above, or is this importing  directly into QBO?

5A - If the former, what is the process (IE Menu Path) to import merchant account transactions into QBO.

Take Away: The overall business process is not well presented or at least is not easily deciphered for the unknowing reader.  Searching Go Payments basically leads one to "How to configure a card reader and install an app".  The End to End vision is not clear, only a piece of the payments. You need to start a Customer config.

Thanks for getting back to us, RangerZ. 

I'm here to ensure you’ll be able to use the GoPayment application when accepting payments.

Since QuickBooks is used for tracking purposes, you'll have to record all the transactions in the program to match your deposits. To make sure everything is set up correctly,  I highly recommend contacting our Merchant Services Team. They are equipped with tools that will guide you through the process. When you do, provide the link to this post, so you don't have to repeat your concern.

Additionally, I've included an article that'll help you accept a credit or debit card payment in QuickBooks Online: Process a Credit Card Payment.

Please get in touch with us if you have other concerns or questions about managing payments. Our assistance will be posted on time.

After I run the client’s credit card using my phone, it asks for the remote client’s signature, this is new, how do I run the canes without having the client sign my phone over the phone!?

Allow me to share some information about credit card payment for your transactions and guide you on what to do, Linchim.

You'll have to make sure to print the authorization form from your customer and get the form by mail or fax to complete and sign. For now, e-signatures are unavailable in QuickBooks Online.

If you want to charge your customer repeatedly on a fixed schedule, the card provider may require you to obtain the customer's permission. You'll want to comply with these rules by providing an authorization form that ensures you get the required information from your customers. The form not only secures the customer's permission but also stipulates the terms of the recurring payment and can help protect you from possible chargebacks. Learn more about your responsibilities as a merchant who handles recurring charges.

1. On the Create recurring payment screen, click the Authorization Form link.

2. Print the authorization form and complete the merchant sections. (You cannot complete the form online.)

   It's a good idea to ask your customer what the best billing date would be for them.

3. Get the form (by mail, fax, or in-person) to your customer to complete and sign.

   • Make sure the form is complete and readable.

   • Check the credit card expiration date. If the card will expire soon, let your customer know you will need updated credit card information before this date.

   • Keep a copy of the signed form on file. In the case of a customer dispute (for example, a chargeback), you may need to provide the form to the merchant account processor.

4. Now you're ready to set up the recurring payment.
   
   

In addition, with QuickBooks Online Advanced, you can have customers sign your estimates digitally using DocuSign eSignature. Please read this article for more information: Get e-Signatures for Estimates in QuickBooks Online Advanced.

To make sure that you know about different aspects of your business, go through this article for your guide: Run Reports In QuickBooks Online. 

Reach out to us if you need anything else about credit card payment. We're here to help you.

i just signed up to collect payments.   I do quite a few sales over the phone.    i want to send the customer an invoice so they can pay though that invoice.    How can i do that with intuit go payment?   

Congratulation on being ready to collect payments, DIAMOND S BUILDINGS.

QuickBooks GoPayment is a different app that allows you to accept payments while on the go. You can integrate it with your QuickBooks Online account to let your customer pay their invoice. I'll show you how.

1. Log in to your QuickBooks Online account.
2. Go to the the Gear icon, then choose Account and Settings.
3. Click Payments from the left menu.
4. In the Existing account section, select Connect.
5. Quickbooks will search for any Merchant accounts associated with your user id.
6. Confirm that the correct Merchant account is listed.
7. Hit Link account to link the account.

Once GoPayment already connected, you can turn on payment options.

Here's how:

1. Go to Settings ⚙.
2. Select Account and settings, and click the Sales tab.
3. Under Invoice payments, select the pencil icon ✎ and mark the checkbox for the payment options you want.
4. Once done, hit Save.

You can now create invoices and send them to your customers. Also, you can process payment through the GoPayment app. Check out this article for more details: Process payments in the GoPayment app.

Do you need to personalize your sales form so your customer can only see information that matters to your business? If so, you can read this article on how to do it: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You're welcome to post again if you have further questions about processing payments. I'll be around to assist you.