Receiving Credit Card Payments

If your customers pay you with credit cards, the credit card amount is deposited directly into your bank, much like a check. Later you might have to reconcile to record fees deducted by the credit card company. At the time you receive the credit card payment, you need to open the Receive Payments window and record the payment, using the credit card information supplied by your customer.

Select Receive Payments from the Customers menu.

TIMESAVER

Click the Receive Payments icon on the Home page to quickly jump to the Receive Payments window.

Enter the customer name.

Enter the amount of the payment.

Verify the date of the transaction.

Select the type of credit card used.

Enter the credit card number.

Enter the expiration date.

Click to check the invoices to which this payment applies, adjusting the amounts if necessary.

Click a save option.