cyclefast Posted June 24, 2012 Share Posted June 24, 2012 Hi All after creating a new invoice then recording with payment I need the option to be able to pay with credit card, at the moment there is just cash or cheque option. Can I add this option to show as default or is there another way. thanks for any help dave Link to comment Share on other sites More sharing options...
Windburn Posted June 28, 2012 Share Posted June 28, 2012 Hi All after creating a new invoice then recording with payment I need the option to be able to pay with credit card, at the moment there is just cash or cheque option. Can I add this option to show as default or is there another way. thanks for any help dave Hi Dave, If you mean you have Invoiced a customer and received a payment by credit card from that customer then I am not sure how you would process that. On the other hand if you mean you want to purchase something with a credit card from within Express Accounts then you need to create a new Account called Credit card ( a liability account) to show up as an option when you make a payment. If none of my answers help, maybe try to explain what you are trying to achieve in a different way !! Cheers Link to comment Share on other sites More sharing options...
cyclefast Posted June 28, 2012 Author Share Posted June 28, 2012 Hi, Thanks for your reply. QUOTE If you mean you have Invoiced a customer and received a payment by credit card from that customer QUOTE this is exactly what I mean. There is no option after invoicing a customer to choose payment by credit card. Example, I send and invoice out to a customer and he or she telephone me to make a credit card payment, I bring up their invoice, choose record with payment there is no option to check pay by credit card. So I dont know how many customers have paid by card. This is important when I want to cross reference my card machine statements with actual invoices. I could be missing a payment on my card machine statement but I would not know who has paid by card. dave Link to comment Share on other sites More sharing options...
Windburn Posted June 30, 2012 Share Posted June 30, 2012 Hi, Thanks for your reply. QUOTE If you mean you have Invoiced a customer and received a payment by credit card from that customer QUOTE this is exactly what I mean. There is no option after invoicing a customer to choose payment by credit card. Example, I send and invoice out to a customer and he or she telephone me to make a credit card payment, I bring up their invoice, choose record with payment there is no option to check pay by credit card. So I dont know how many customers have paid by card. This is important when I want to cross reference my card machine statements with actual invoices. I could be missing a payment on my card machine statement but I would not know who has paid by card. dave Hi Dave, Going back to your original post you said "at the moment there is just cash or cheque option" I would assume then that you only have a cash account and a cheque account set up. I would suggest you will need to create a new account by going into your "chart of accounts" and clicking NEW. Once you set up an account for a credit card (asset or Liabilty), See if the option is now available when you choose "Record with Payment". Disclaimer: I don't take payments by credit card, although I purchase items with one and when I go through the process the way you did I have the option to RECEIVE credit card payments. The suggestions I have made may not be the correct way to do this though. Good luck Link to comment Share on other sites More sharing options...
MCGCS Posted June 30, 2012 Share Posted June 30, 2012 What version of the software are you using. I am using latest version 4.57 and it has what you are looking for. Link to comment Share on other sites More sharing options...
nevinlee Posted December 18, 2012 Share Posted December 18, 2012 Yes you can do that. Pyament through the credit card is quite simple and common. You require a software for this. ________________________ time and billing software Link to comment Share on other sites More sharing options...
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