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R
RangerZ
January 4, 2021
Question

QuickBooks Invoicing and Payments with GoPayment

  • January 4, 2021
  • 2 replies
  • 0 views

I am looking for a tutorial, preferably a video, that specifically shows, in QBO, how to create and process both an invoice and payment using a card reader (Go Payment?).

 

Assume I am at a client site and just finished my job, and they are eagerly standing in front of me with their credit card.

 

I am NOT looking for how to set up the reader, merchant account, etc. 

2 replies

JasroV
JasroV
January 5, 2021

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:

 

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!
 

R
RangerZAuthor
January 5, 2021

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.

JoesemM
JoesemM
January 5, 2021

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: 

 

 

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

L
Linchim
August 12, 2021

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!?

MariaSoledadG
MariaSoledadG
August 12, 2021

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.

D
DIAMOND S BUILDINGS
June 9, 2022

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?   

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