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lloving
November 30, 2022
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Accepting payments on account in POS

  • November 30, 2022
  • 1 reply
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How do you accept payments on on account. 

EX: Customer charges a purchase to their account in POS and later comes back in and wants to make a payment against that account. How do you accept that payment on account in POS? (Or can you accept that payment on account in POS)

Best answer by SirielJeaB

Hello there, @lloving. I appreciate you for reaching out to us.

 

Let me help you take and process customer payments in QuickBooks Point of Sale. Here's how:

 

  1. Set up the POS hardware.
  2. Create a new Payments account or connect an existing one.
  3. After you've created your Payments account, follow these steps to create an order. 
    • Select Make a Sale from the Point of Sale home screen.
    • Choose how you want to enter an order. You have the option of scanning the item or manually entering the products or services.
    • If necessary, you can manually adjust the amount due in the Charge field.
  4. Process your customer’s payment.

 

QuickBooks deposits the money into your bank account after you process payments. It uses the bank account you linked when you signed up for QuickBooks Payments.

 

For more comprehensive instructions and information, please read this article: Take and process payments with QuickBooks Payments.

 

Visit us again if you need further help with customer payment in QuickBooks Point of Sale. We're always here to assist you. Take care.

 

 

 

 

1 reply

S
SirielJeaBAnswer
November 30, 2022

Hello there, @lloving. I appreciate you for reaching out to us.

 

Let me help you take and process customer payments in QuickBooks Point of Sale. Here's how:

 

  1. Set up the POS hardware.
  2. Create a new Payments account or connect an existing one.
  3. After you've created your Payments account, follow these steps to create an order. 
    • Select Make a Sale from the Point of Sale home screen.
    • Choose how you want to enter an order. You have the option of scanning the item or manually entering the products or services.
    • If necessary, you can manually adjust the amount due in the Charge field.
  4. Process your customer’s payment.

 

QuickBooks deposits the money into your bank account after you process payments. It uses the bank account you linked when you signed up for QuickBooks Payments.

 

For more comprehensive instructions and information, please read this article: Take and process payments with QuickBooks Payments.

 

Visit us again if you need further help with customer payment in QuickBooks Point of Sale. We're always here to assist you. Take care.

 

 

 

 

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