Accounts Receivable
Payments

Card

7min
accepting credit cards and debit cards is currently the quickest and easiest way to get paid by your customers setup follow these steps to start accepting card payments in minutes from the invoiced dashboard go to settings → payments click setup on the card payment method complete the application process to set up a new payment processing account once you have completed the setup process your customers can now pay you with a credit or debit card! client workflow paying with credit or debit card is fairly straightforward for customers when a customer is viewing a payment form they would select credit card as the payment method then they will enter in their card information and click pay we will give them a receipt immediately following a successful payment virtual terminal like customers, internal invoiced users have the ability to apply a payment to an account with a card payment on an invoice whether a customer has saved a card payment method on file or has provided the user with the information, easily access the virtual terminal for payments by navigating to the invoice and selecting receive payment > charge from there, you can select the saved card or enter a new card for use autopay card payments work with autopay https //docs invoiced com/payments/autopay when your customer has a saved card on file convenience fees card payments support charging customers a convenience fee when they pay with a debit or credit card a convenience fee is a % markup added to the final transaction amount you may charge up to 4% convenience fees where convenience fees are applied when enabled, convenience fees add a % fee to the total payment amount of any credit or debit card charge convenience fees are not applied towards outstanding balances payments in the customer portal, including invoice payments, estimate deposits, and sign up pages autopay payments payments made through virtual terminal setup convenience fees can be setup with the following instructions from the invoiced dashboard go to settings → payments click configure on the card payment method in the convenience fee field enter the % you wish to charge, up to 4% click save to go live with convenience fees when a customer makes a payment with a credit or debit card they will see a warning on the payment page about the convenience fee if you need to disable convenience fees for a specific customer, then you are able to do disable convenience fees by turning the setting off in the edit customer screen