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Level 1

Receiving payment with saved credit card

I have a question. I work with businesses who want me to run credit cards on file to make the payment. I figured Quickbooks desktop has some type of way to save a credit card and run it. In the edit customer screen it allows you save credit card info? Can this be used to receive a payment?

9 Comments
QuickBooks Team

Receiving payment with saved credit card

It’s good to see you here, @packergeek.

 

I’m happy to assist you so you can go ahead and run your task efficiently.

 

In the customer’s screen, you’re allowed to enter credit card info so you can receive payments from the customer. However, you’ll need to enable or sign up for QuickBooks Payments first to use the feature.

 

There are a few ways to sign up. Through GoPayment mobile app, QuickBooks desktop Point-of-Sales (POS), on the web, by phone, and through your QuickBooks Desktop account.

 

You can follow these steps:

 

  1. Select Customers at the top.
  2. Choose Add Credit Card Processing.
  3. Follow the onscreen steps and fill out the form to apply.

Here’s the article that gives you additional information about the feature: Sign up for QuickBooks Payments.

 

Once the process is done, you can now set up or enter credit card information to those customers you’d like to receive the payment online. Here’s how:

 

  1. From the Customers menu, choose Customer Center.
  2. Select the customer.
  3. In the Payment Settings, enter the needed information.
  4. Mark the box under Credit Card.
  5. Click OK to save.

 

I also attached an article for reference on how to accept payments and fees: Process and take payments with QuickBooks Payments.

 

This will get you in the right direction. Please let me know if you have any other concerns. I’ll be here to help. Wishing you the best!

Level 1

Receiving payment with saved credit card

So I already have Quickbooks payments setup. Do I have to manually enter the credit card info every time I need to run the card for payment?

QuickBooks Team

Receiving payment with saved credit card

Thanks for actively responding, @packergeek

 

To clarify, you don't need to enter the credit card info every time you run the card payment as the system saved the credit card information entered in the Customer Center. 

 

For future reference, read through this article: Find out when QuickBooks Payments deposits customer payments. It helps you learn more about how long to get payments deposited in your bank. 

 

Feel free to message again should you have more concerns about anything else. We're always delighted to assist. 

 

 

 

Say "Thanks" by clicking the thumb icon in a post.

Level 1

Receiving payment with saved credit card

So there must be a disconnect. I have entered the credit card information for the customer under payment settings. The credit card is saved. Now I create the invoice and then click receive payments. What is the next step after this?

QuickBooks Team

Receiving payment with saved credit card

Hi @packergeek,

 

I'm here to walk you through on the process of receiving online payments from your customers.

 

You mentioned that you already have a QuickBooks Payments account, so the first thing you need to do is to connect your Payments account to QuickBooks Desktop.

 

Next, you'll have to enable payment options.

 

Here's how to enable payment options for all customers:

 

  1. Go to the Edit menu and select Preferences.
  2. Select Payments and then the Company Preferences tab.
  3. In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
  4. Select Apply to existing customers.

If you need to enable the payment options for customers of your choice, follow these steps:

 

  1. Highlight the Customers menu. 
  2. Select Customer Center.
  3. Search for the customer in question
  4. Tap the Edit icon to edit their profile.
  5. Click Payment Settings.
  6. In the Online Payments section, select the payment options you want to make available to this customer.
  7. Hit OK.

You'll have to resend the invoice so your customer will have the option to pay it online. Take a look at this article for the steps: Send online invoices in QuickBooks Desktop. Scroll down and look for Step 3: Send an online invoice.

 

Still on the topic of QuickBooks Payments, see this article: Find out when QuickBooks Payments deposits customer payments. Scroll down to the For QuickBooks Desktop, QuickBooks Point of Sale, and GoPayments section to know how to check the status of deposits.

 

I'll be around in case you need further assistance. Post a question below if you have any, and I'll be sure to get back to you. 

Level 1

Receiving payment with saved credit card

I've already been using payments for a year and a half. I need to know what to do after I make invoice and need to receive payments. What the is actual button used to apply the credit card on file to the invoice.

QuickBooks Team

Receiving payment with saved credit card

Hello there, packergeek.

 

I'm joining this thread so I can share how to receive customer payments.

 

Yes, you can process a credit card payment using the stored credit card details. However, this is only applicable to recurring payments.

 

If you let your clients pay the invoices online through emailed invoices, they'll have to enter their credit card details manually. If you'll be using the Received Payment option in QuickBooks Desktop, you'll have to enter their credit card details again.

 

You can also read this article to learn more about how to take and process payments in QuickBooks Desktop.

 

I'll be right here if you need anything else. Have a great day!

Level 1

Receiving payment with saved credit card

So bottom line is I have to get the credit card number every time I need to process a payment from the customer? They already have a recurring payment setup. 

Moderator

Receiving payment with saved credit card

I'm here to confirm your question about receiving customer payments in QuickBooks Desktop (QBDT), @packergeek

 

You're on the right track in verifying the recurring payment setup of your customers. With this, there isn't a need to get their credit card info each time you process a payment for them. 

 

Once done, we'll follow the lead time for credit card processing before we deposit the funds into your bank account. To learn more about this process, visit this article: Find Out When QuickBooks Payments Deposits Customer Payments. Just go to the For QuickBooks Desktop, QuickBooks Point of Sale, and GoPayments sections. 

 

Also, I recommend visiting this website: Recurring Payments Overview. It contains answers to the frequently asked questions about managing your recurring payments in QBDT.

 

Please know that I'm here anytime you need further assistance. Keep safe always, @packergeek

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