Payments from customers (2024)

It's nice to see you here in the Community, @ABHandshake.

Let me chime in and provide insight about other ways to collect payments from your customers in QuickBooks Online (QBO).

I agree with what4Galsuggested that you can use Melio as another option to offer to your corporate customers to make payments. Your customers can pay for their invoices online with a credit card, debit card, PayPal, Venmo, and ACH bank transfer. You can also manually process payments in person or over the phone.

I also recommend using QuickBooks Payments which allows you to add links to invoices so your customers can pay online, you can check this site to check for features, plans, and pricing:QBO Payments.

After yousign up for QuickBooks Payments, ensure that your QBO Payments accounts connect to the platforms you signed up from. So, if you signed up from QuickBooks Online and don't use any other QBO products, you're good to take and process your customer payments.

Here's how to take and process payments in QBO with QB Payments:

Step 1:Sign up or connect an existing QB Payments account.

• Sign up for QuickBooks Payments.
• If you already have a QuickBooks Payments account, follow these steps toconnect your existing account to QuickBooks Online.

Step 2:Set up your account so customers can pay invoices online.

Firstly, you'll have to set up your account settings for invoice payments:

1. Go toSettings, then selectAccount and Settings.
2. Select theSalestab.
3. UnderInvoice payments, selectEdit, then select the payment options you want.
4. You can also enterPayment instructions. They will show on all invoices regardless of the template, when payments are enabled.
5. SelectSave, and selectDone.

To know more about the process payments in QBO and to proceed to Steps 3 and 4, refer to this article:Take and process payments in QBO with QB Payments.

Also, In regards to your other concern if there will be any extra charges for accepting credit card payments from your customers, is thatthe fees charged by QuickBooks depend on how the credit card payment is processed:For swiped (card reader) credit cards, the fee is 2.4%, plus a flat fee of $0.25 per each transaction. For invoiced credit cards, the fee is 2.9%, plus a flat fee of $0.25 per transaction.

I'll also add this article to guide you in receiving and recording invoice payments in QBO:Record invoice payments.

I'll always be here, ready to back you up if you have any further questions about the process of payments or other QBO-related concerns. Please let us know any time in the thread. Keep safe!