Payment Methods for Customers
Always receive customer payment info securely, either via phone or via secure apps request link. Do not store customer bank or credit card info anywhere other than in Quickbooks.
Work Authorization
No work can be done until the framework agreement ("T and C") is signed by either the company owner, CEO or an authorized individual.
Payment Methods
How to Add a Credit Card and Keep It on File for a Customer
We can keep the customer's credit card information on file. However, you can only view the last 4 digits of the card number after saving it.
To do this, you can open your customer profile and add their credit card information from there:
- Go to the Sales menu.
- Click the Customers tab.
- Locate and select your customer and click Edit.
- In your Customer profile select the Payments and billing tab.
- Select Credit Card from the Preferred payment method drop-down menu.
- Enter the needed information and click Save when done.
How to Add a Bank Account for ACH payment and Keep It on File for a Customer
- Select + New.
- Select Receive Payment or Sales Receipt.
- Select the customer name from the Customer▼ dropdown menu.
Note: Make sure to select a customer name so you can enter the ACH banking information.
- From the Payment method▼ dropdown menu, select Check or QuickBooks Payment - Bank.
- Make sure to change Primary Payment method under Customer Details and hit save.
The links for the "authorization script" and signed "authorization" do not work. Ignore them.
More details and scenarios:
In QBO there is no way to customize the content of the invoice or email. Creating a new template and editing it will just change the verbiage in ALL the templates.
If a customer requests that the card on file be run automatically, you must have a signed Docusign agreement from them to this effect. Notify Roberta once the customer signs the agreement. Once the agreement is signed, we will run the card five days after each future invoice is issued.
Payment Declination for Auto-Pay Customers
If a payment that is authorized to be run automatically ("autopay") fails, we will notify the customer. If the failure happens a second time, after the customer requests we process the payment again, the customer will be charged a service fee of $45.
Changes to Responsible Payor
Any change to payor requires both original payor and new payor to approve. New framework agreement ("T and C") must be signed with the new information.
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