Payments overview
How Run a Call collects, where the money goes, and what shows up in QBO.
Enabling online payments with Stripe
Connect a Stripe account so customers can pay invoices online.
Charging credit cards
Take cards online, over the phone, from a saved card, or in person on a reader.
Collecting cash and other offline payments
Record cash, checks, bank transfers and financing payouts, in the office or the field.
Sending payment links
Text or email a link that takes the customer straight to checkout.
Custom payment methods (financing partners, card processors, money order…)
Add the payment method names your books use, choose which ones techs see, and map each to its QuickBooks payment method.
Keeping a customer's card on file
Save a customer's card from the office, charge it for any invoice, and put membership renewals on autopay.
