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M
mary-mihai
May 12, 2020
Question

Can we collect credit card payments on sales orders?

  • May 12, 2020
  • 1 reply
  • 9 views
No text available

1 reply

J
JamesM
Level 5
May 13, 2020

Hi there,

 

Congrats on your first post in the Community. Collecting credit card payments through Sales Orders is a fast and easy way to get paid. I'd be glad to share more info on this.

 

At this time QuickBooks allows to set up online payments which can be used through an invoice an invoice. You can automatically charge your customer's credit using a Sales Receipt but for Sale Orders (Estimates) that isn't possible yet. I can see how this feature would be beneficial to you and your business and I encourage you to send Feedback about this to our engineers. You can do this by clicking the Gear icon and looking for Feedback. 

 

To learn more about our powerful online payments feature, check out this link here. Let me know if you have other questions. I'll be happy to assist. Otherwise, enjoy the rest of you week and stay safe. 

N
NickMartin
February 14, 2021

So does this mean that the feature of collecting deposits or prepayments on Sales Order (estimates) is not yet enabled?

Rebecca R
Rebecca R
February 15, 2021

Hi there Nick and welcome to the Community,

 

I love that you're creating Estimates using QuickBooks Online. This is a great way to form an agreement with your customer based on a proposal for work. You're correct in saying that  there isn't an option to receive payment by credit card towards an Estimate. To do so, you'll need to convert the Estimate to an Invoice first, which can be done easily by navigating to the All Sales tab of the Sales menu and choosing Create invoice from the action column. Once you're set up with Payments, you'll be able to select the Cards checkbox on the invoice so that when you hit Save and send to send it to your customer, they'll have the option to pay by credit card directly from the email they receive. 

 

Feel free to submit feedback on this as suggested by @JamesM above. This way our product developers will know what features need to be incorporated to make QuickBooks Online work best for your business. 

 

Let me know if there's more I can do to help. Take care.

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