Billing Manager Help

• Getting Started

• Log in and out
• Forgot your password?
• Set up your company information
• Change your settings
• Set up your products and services

• Invoices and Estimates

• Create your first invoice
• Create a recurring invoice
• Create an estimate
• Other invoice tasks
• Work with existing invoices
• Use invoice folders
• E-mail invoices
• Print invoices

• Payments

• Get paid and record payments
• Let customers pay you online
• Process payments yourself
• Voids and Refunds

• Find Contacts and Customers

• Use the Search Tool
• Filter your data by date
• Sort Your Data
• Sort Information

• Work with Customers

• Manage your address book
• Import and export contacts
• Tag contacts and customers
• Create custom fields

• Get answers from Billing Manager

• Find Information

• Support

• Frequently asked questions
• Get help
• Give feedback

• Legal Information

• Terms and conditions
• Privacy policy

Process credit card payments

If you have Quickbook Merchant Service, your customer can simply give you their credit card number by phone or in person, and you can process it directly in Billing Manager.

1. Click the Unpaid folder.

2. Click Record a Payment.

   

3. Make sure Credit Card is selected as the Payment Method, then complete the required information (many of the fields will be pre-filled).

   

4. Click Charge Credit Card.

   Note: If the credit card you want to use has been saved, click Use this card. If you want to set up a new card, click Charge a New Credit Card.

After you charge the card, you will see a transaction receipt that displays the details of the transaction, including Transaction ID and an Authorization Code. You will get an e-mail receipt for this transaction, and you can also click the Print Receipt button to print a hard copy receipt.

Note: To void or refund this charge, click the Void/Refund Payment button.