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September 17, 2020
Question

Is there is an option for our customers to enter their credit card details in the Quickbooks directly without providing us their card details?

  • September 17, 2020
  • 2 replies
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Original commenter did not share additional details

2 replies

September 17, 2020

Welcome to the Community space, billing72.

 

When processing a customer credit card payment, entering bank details is required. That way, they can pay their invoice online.

 

To set up their billing information, here's how:

  1. Go to the Sales menu.
  2. Click the Customers tab.
  3. Locate and select your customer.
  4. Click Edit.
  5. In your Customer profile, select the Payments and billing tab.
  6. Select Credit Card from the Preferred payment method drop-down menu.
  7. Enter the needed information and click save when done.

To know more about processing credit card payment, see these articles:

If you have other concerns, let me know. I'm just around to help. Take care.

Fiat Lux - ASIA
September 18, 2020

@billing72 

You need to have an ecommerce platform to let customers submit their own CC credential. Another option, ask your customers to create a MP account for free. They can pay your invoice with credit cards and you will get paid by check or bank transfer for free.

https:// melio.grsm.io/quickbooks

 

billing72Author
September 18, 2020

The questions my team are trying to get answered are:

 

1) How can we take credit card payments inside a QB online invoice. You're saying I have to sing up for some 3rd party system now? I already have Authorize.net

 

2) I have lots of customers who have auto-charged monthly bills through Authorize.net

I don't like that auth.net makes me collect their card details manually then manually input them into their system. I was hoping QB had a way for me to securely let them enter their own CC details, THEN have me turn that charge into a monthly recurring.

 

3) Is it possible to see the full CC details (entire number) on an invoice somone submits via QB?

Fiat Lux - ASIA
September 18, 2020

@billing72 

Explore the following billing and subscription app as the connector for Auth.net and QBO

https:// mbsy.co/DJtTL