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Level 1

Credit card processing

We have customers that we bill monthly and process their credit card at the end of the month. The problem right now is that the process is very manual, we have to add all the customers credit card information into a website along with the bill amount and process it that way. Was wondering if there is a site/app that can keep the customers credit card information on file and all you had to do was enter the amount and process.


Basically anything to help streamline this tedious process. Thanks

2 Comments 2
Level 7

Credit card processing

Hey bradmcconnell15,


It's great to see you're taking full advantage of our Payments feature. It's an efficient and cost-effective way to receive money, while the bookkeeping side of things gets handled automatically. Using recurring sales receipts allows us to unlock even more time savings by automatically charging your customers on a set interval. I'll be happy to help you set this up. 


As long as the Process credit card is checked on your recurring template, we'll automatically bill your customer on a set interval. You'll know you're on the right track if you see the Automatic Credit Card Billing Authorization Form. Setting up a new recurring sales receipt from scratch is just a few simple steps:

  1. Go to Settings ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select New.
  4. Select Sales Receipt, and then select OK.
  5. Enter a Template name.
  6. Choose a Type. Scheduled will automatically charge your customer.
  7. Enter remaining info as needed, paying special attention to Payment Method and Process credit card.

For real-time assistance setting this up, don't hesitate to reach out to one of our agents who'll be happy to assist you further.


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Level 1

Credit card processing

Will this clear off there invoice for the month. 

For example 

Invoice gets created in our system on 15th of the month

We send out invoice at the end of the month




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