This post is for QuickBooks users who also subscribe to Intuit Merchant Services. When you email a customer invoice you can include a link for them to pay online by credit card. I am going to walk you though the customer steps to pay their bill online.
We start with the email received by the customer as shown below.
They can select the pdf attachment to view their invoice.
If the customer has already signed up to pay you online, they simply enter their email address and a password. If not, they can create their own account as depicted in the series of pictures below.
Once they have created or logged in to their existing account, you customers can see all outstanding invoices.
Robert Guild is certified QuickBooks ProAdvisor in Austin, TX who conducts CPE courses for CPAs and individual training and group classes to QuickBooks users. His company at www.QBCoach.biz, maintains a sixteen-station QuickBooks lab, providing hands-on training. You can contact him directly at rguild@QBCoach.biz or follow him on twitter at QBPro