Accepting Credit Card Payments on Customer Invoices

April 8, 2019

ahambach

Background

Patriot Software has partnered with CardConnect to offer credit card merchant services to Accounting software customers, so that your customers can pay your invoices by credit card.  See Setting Up Credit Card Payments in Patriot’s Accounting Software.  Once you have set up a CardConnect merchant account, you are now ready to accept credit card payments from your customers when they pay invoices.  If you have questions about setting up a new or an existing merchant account, you can reach CardConnect Support directly at 877-828-0720.

Credit Card Payment Option on Customer Invoices

After you have created a customer invoice, you can now email the invoice to the customer

On the Email Invoice to Your Customer page, the “Accept Credit Card Payment for this Invoice?” question will be pre-set to whatever you have chosen in your Settings > Accounting Settings > Transaction Settings page.  You can change this here if needed.  

 

Customer Receives Invoice Email and Pays with Credit Card

When you have set the credit card question to “Yes” and send the invoice email to the customer, they will see a button at the bottom of the email “Click here to pay by credit card.”  This will open a new browser tab with a screen for the customer to enter their credit card information.

When the customer clicks the link to pay by credit card, a new browser tab will open for them to enter their credit card payment information.  

 

If you send multiple invoices to a customer, the customer will need to enter their credit card and billing contact info each time.  At this point, they cannot save their payment information.

Customer Credit Card Approve and Decline Messages

If the customer’s credit card is declined, they will immediately see a message.  The link to try again will take them back to the previous payment entry page.

 

When the customer’s credit card payment has been accepted, they will see a confirmation message.

 

Customer Payment Notification

If you have elected in your Transactions Settings page to receive email notifications when a customer has successfully made a credit card payment to your invoice, you will receive the following “Payment Received” email.

 

CardConnect will deposit this payment into your bank account.  You will see this customer payment recorded in your customer invoice reports.   You will also see all of your credit card payment activity in your Credit Card Payment Summary Report.  

Only payments made using the payment link included in the invoice email will be reflected in your customer invoice and credit card payment summary reports. Transactions processed using the virtual terminal in your CardPointe portal will not be recorded in Patriot at this time.

Search Help Articles

Can't Find Your Answer? Contact Us!