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fredtomsmith
Level 1

Can i get set up to recieve card payment of invoices sent by email to customers?

I am partially set up but seem to be up against obstacles.
3 Comments 3
Rose-A
Moderator

Can i get set up to recieve card payment of invoices sent by email to customers?

I'm here to help ensure you'll be able to set up your QuickBooks Payments without obstacles, fredtomsmith.

 

Let's get your QuickBooks Payments account completely set up by following the steps below:

 

  1. Click the Gear icon at the upper right corner and choose Account and Settings.
  2. From the left panel. go to the Payments tab and click the Learn More button.
  3. Tap Set Up Payments to get started.
  4. Fill out the necessary information.
  5. Set up your bank account and hit Submit.

 

You can go through this article to serve as your visual reference: How to set up QuickBooks Payments.

 

Once done, you can create and send an invoice to your customer that allows them to pay you when they choose to Pay Now link right from that invoice.

 

Here's how to send an invoice:

 

  1. Click + New in the left panel and chose Invoice.
  2. From the Customer ▼ drop-down, select a customer.
  3. Review the invoice date. Then from the Terms ▼ drop-down, select the due date.
  4. Select a product or service. You can also select +Add new to create a new product or service right from the invoice.
  5. Enter a quantity, rate, and change amount if needed.
  6. When you're ready to send the invoice, select Save and send.

 

After sending, ask your customers to follow the link in the email and finish paying for the invoice online. You can get more details about this process in this article: Take and process payments in QuickBooks Online. On the same link, this will provide you ways on how to record customer payments.

 

Additionally, the following resources are good references. These will provide you more information on where you can see your QuickBooks payments statements as well as steps on how to check the payment status for a specific customer:

 

Common questions about payments deposits in QuickBooks Online.

Find out when QuickBooks Payments deposits customer payments.

 

If you require more information about this topic or if you have any other questions about QuickBooks, feel free to let me know by leaving a comment below. I'd be more than willing to lend you a hand.

fredtomsmith
Level 1

Can i get set up to recieve card payment of invoices sent by email to customers?

Allow me to rephrase the question.

Why, after being all set up with qbo and able to accept card payments, am I not able to email customer invoice with card payment option. I spent over an hour with techincal support on the telephone yesterday only to not figure out the mystery bug in the system.

 

I am set up with a USA base address and a USA bank account, however my point of sales is in south america working and accepting card payments here.

Also my QBO is set up as foreign curency which QBO is programmed to automatically calculate daily fluctuation to the US dollar.

 

One of these factors may be the monkey wrench in the system yet no one can say for sure.

 

MirriamM
Moderator

Can i get set up to recieve card payment of invoices sent by email to customers?

Hello again, fredtomsmith. Thanks for clarifying and providing additional details of your concern.

 

To ensure you'd able to email customers with the credit card payment option, let's check your settings if it's set up for online invoicing.

 

Here's how:

  1. Click the Gear icon at the top. 
  2. Select Account and settings
  3. In the left menu, tap Sales
  4. Go to the Invoice payments section.
  5. Turn on Accept Credit Card and Accept ACH.
  6. Hit Save, then Done.

Once done, try to create an invoice again and check to see if it works. 

 

For more information about accepting credit card payments, see below links:

If you have any other questions, feel free to comment below. I'll be here to help in any way that I can. Take care and have a great day.

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