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Record a credit card payment

Note: These procedures are for payments on invoices and statement charges only. If you receive payment in full at the time of purchase, do not use this procedure. Instead, enter the payment as a sales receipt.

To do this task

  1. Go to the Customers menu and click Receive Payments. Shortcut

  2. Fill in the name of the customer or job.

    If the payment is for a particular job, make sure you choose the job as well as the customer's name from the Customer:Job drop-down list.

  3. Click the Pmt. Method drop-down list and choose the type of credit card your customer is using.

  4. In the Card No. and Exp. Date fields, enter the customer's credit card number and expiration date.

  5. (Optional) Select an invoice to which the payment applies.

  6. If your preferences are not set to use the Undeposited Funds account by default, choose where to deposit the payment from the Deposit To drop-down list.

    How does the undeposited funds account work?

  7. (For QuickBooks Merchant Service customers only...) Select Process credit card payment when saving.

    If you already selected the customer's credit card type from the Pmt. Method drop-down list, the option title changes to reflect the type of credit card being used (for example, "Process MasterCard credit when saving").

  8. Save the payment.

    Save the payment.

See also

KB ID# H_PMT_RECORD_CCARD
9/26/2016 11:59:38 AM
PPRDQSSWS400 9138 Pro 2017 73b6f6