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
To receive and process the credit card payment:
Go to the Customers menu and click Receive Payments.
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.
Fill in the customer's credit card information.
In the Card No. and Exp. Date fields, enter the customer's credit card
number and expiration date. More info...
Click the Pmt. Method drop-down list and choose the type of credit card your
customer is using.
(Optional) Select an invoice to which the payment
QuickBooks is set to apply the payment to the oldest invoice first, then to
the next oldest, and so on. If you are applying one payment to multiple jobs,
QuickBooks uses the same logic: applying the amount to the oldest invoice first
and the rest to the next invoice, and so on. To distribute the amount of the
payment differently follow this procedure.
To do this task
In the column,
click next to each invoice to which you want to apply the payment.
Click either Auto Apply Payment or Un-Apply Payment.
Each time you select an invoice, QuickBooks inserts the amount to be applied
to the invoice in the Payment column. When the undistributed amount of the
customer's payment is greater than the amount due, QuickBooks pays the
invoice in full. When the undistributed amount is less than amount due,
QuickBooks applies the entire amount to the invoice and leaves a balance due on
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
How does the
undeposited funds account work?
(For Merchant Service for QuickBooks 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
Save the payment.
In the Process Credit Card Payment window, finish entering the
customer's credit card information.
Be sure to enter the name and address associated with the credit card. The
information you enter in this window will be used to complete the
address verification check and process the payment.
Click Submit to process the credit card payment.
When you receive notification that the payment has been approved, click
Print to print a receipt for the customer.
Depositing credit card payments
Voiding credit card payments
Printing a credit card receipt at a