Card
Accepting credit cards and debit cards is currently the quickest and easiest way to get paid by your customers.
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!
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
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.
Card payments work with AutoPay when your customer has a saved card on file.
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.
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
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.
