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accounts481
June 29, 2021
Question

How to add credit card payment options to invoices for customers without having to know or save their credit card information.

  • June 29, 2021
  • 1 reply
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1 reply

SophiaW
SophiaW
June 29, 2021

Hi @accounts481, welcome to the community, we're delighted to have you joining us. 

I understand how important it's is to protect your customers personal information and to secure their privacy. I've include an article that provides inform about processing and accepting credit card payment in QuickBooks on line. Here's is the link to the article Process a credit card payment . If you have further question feel free to reach out and we'll be happy to assist, or guide you on the right path to resolution.

Have an amazing day!

L
LauraAB
June 29, 2021

Hello accounts481,

 

Sophia has you off to a good start with highlighting QuickBooks Payments for QuickBooks Online. Based on what you're looking for, it sounds like this will be the perfect fit for your needs so that you don't have to ask your customers for their credit card information. I'll go over this in more details.

 

QuickBooks Payments gives you the option to accept credit card payments on your invoices in QuickBooks Online. Once your application is approved, all it takes is the check of a box before sending and your customers will see the option to use their Visa, Mastercard, Discover Card, or Apple Pay to pay their invoice. This requires no gathering of information on your end. They simply enter the information and it's good to go.

 

I'd like to add that the system does save their information, but not in a way that you can see all of the details, since I believe that's you're concern. Rather, you'd see the last four digits of the credit card details for the customer attached to their profile and to related transactions. It'd look something like xxx1234 Visa.

 

Here are some additional pages that go over QuickBooks Payments and what you need to know to use this service, including related fees, use policies, and so forth.

I hope this helps answer your question. I'll be here if you had any others. :)

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