How To Process Payments In The GoPayment App

Read this article to know how to process payments in the Gopayment app. If you are using the QuickBooks Payments then it will help your customers to pay the invoices by credit card or ACH bank transfer.

When you are using the go, you can easily use the GoPayment app to receive cash, check, and credit card payments whenever and wherever you need it. It is the same as a mobile app point of sale. You can also swipe a credit card or EMV chip card with the Bluetooth card reader. With Gopayment you can also receive payment from Apple Pay, Google Pay, and Samsung Pay. And even if you do not have a card reader, you can manually enter transactions very easily.

Now, let’s proceed further and discuss the steps to process payments in the Gopayment app.

Steps To Process Payments In The GoPayment App

Step 1: Sign up or connect an existing QuickBooks Payments account

First, sign up to your QuickBooks Payments, if you have not yet, and follow the below steps to connect your existing account to QuickBooks Online if you have already signed up with QuickBooks Payments.

  • First, log in to your QuickBooks Online with admin rights.
  • Now, click on the Settings ⚙ and then go to the Account and Settings.
  • Choose the Products and services option.
  • Click on the Connect or Link Merchant Service in the Existing Account section.
  • On the current window, click on the QuickBooks Payment account that you need to connect. Later, click on Connect.
  • Reexamine the account information and be sure it is correct. If everything sounds good, click on Connect.
  • Now, log out and log in back into QuickBooks Online when the connection is completed.

Note: QuickBooks replaces your user ID with your QuickBooks Online users ID instantly from your QuickBooks payment account, when you connect your account, So you do not need to do anything, everything is taken care of by QuickBooks.

Step 2: Order and connect a card reader

Now, after connecting the existing QuickBooks payment account you have to order the card reader and set it up.

Step 3: Process payments on the go

After setting the card reader, you are good to go to get paid. Go with the below steps depends on the kind of sale and the GoPayment app (Green or Blue) you have.

Note: You can pay for an open invoice or take advance payment with Green GoPayment App. But, if you do not have a blue GoPayment app, you cannot.

Follow these steps if you have the green GoPayment app

Process Payments In The GoPayment App

How to make a new sale

If you are paying on the place, then it is good to create a sales receipt. Note: If you have previously sent them the invoice, Go with the steps in the following section:

  • Go to your GoPayment app., later look for the Plus (+) click on it and latter click on New sale.
  • Now insert the total sale amount. Or choose the Items tab to add specific products and services from your inventory.
  • Go to the Review order and click on the Charge $ button.
  • Now choose the payment process: Card reader, Key in a card, Cash, or Check, select anyone in which you are comfortable.
    • If you want to choose a card reader, then go with the steps as per your type card type:
      • Credit cards with EMV chips: Place the card in the chip slot facing down. The magnetic stripe must face the customer. Later click on the charge.
      • Credit cards you swipe: Slide the card to the slot on the back of the reader. The magnetic stripe must face the customer. Then click on charge
      • Apple Pay, Google Pay, and Samsung Pay: If you are using an all-in-one Bluetooth card reader, then you will process mobile payments very easily. You just need to guide your customers to tap their device in front of the card reader. And later click on the charge.
      • If in case, you do not have a card reader, then choose Key in the card and manually insert all the information. Later, click on Charge.
  • When you are completed with the form, click on the Tender Done.
  • Now after finishing the transaction, click on the Send to email or text the receipt

Steps to take payment for an existing an invoice

If you have already sent an invoice to a customer in QuickBooks Online, then your customer will pay for it online from the same email that you have sent. This is the very simplest method to get paid.

You also have an option to process payment for open invoices. The GoPayment app syncs automatically payments with invoices in QuickBooks Online.

  • First, go to your GoPayment app and look for the Plus (+) and tap on it and click on the Invoice payment.
  • Later, look for the customer, or you can also use the search field to find your customer.
  • Now click on the existing invoice of the customer on which paying for.
  • Click on Charge and choose a payment method.
    • If you want to choose Card reader, then go with the steps as per your type card type:
      • Credit cards with EMV chips: Place the card in the chip slot facing down. The magnetic stripe must face the customer. Later click on the charge.
      • Credit cards you swipe: Slide the card to the slot on the back of the reader. The magnetic stripe must face the customer. Then click on charge
      • Apple Pay, Google Pay, and Samsung Pay: If you are using an all-in-one Bluetooth card reader, then you will process mobile payments very easily. You just need to guide your customers to tap their device in front of the card reader. And later click on the charge.
      • If in case, you do not have a card reader, then choose Key in the card and manually insert all the information. Later, click on Charge.

Steps to take payment in advance

You can also receive customer payments before creating an invoice with the GoPayment app. QuickBooks saves online payments in the form of credit.

  • Go to your GoPayment app and look for the Plus (+) option and click on it and choose to Customer payment.
  • Later, click on the customer or choose Plus (+) to add their information.
  • Click on Add charge amount and insert the amount.
  • Now, go to the Charge $ button.
  • Now choose the payment process: Card reader, Key in a card, Cash, or Check, select anyone in which you are comfortable.
    • If you want to choose Card reader, then go with the steps as per your type card type:
      • Credit cards with EMV chips: Place the card in the chip slot facing down. The magnetic stripe must face the customer. Later click on the charge.
      • Credit cards you swipe: Slide the card to the slot on the back of the reader. The magnetic stripe must face the customer. Then click on charge
      • Apple Pay, Google Pay, and Samsung Pay: If you are using an all-in-one Bluetooth card reader, then you will process mobile payments very easily. You just need to guide your customers to tap their device in front of the card reader. And later click on the charge.
      • If in case, you do not have a card reader, then choose Key in card and manually insert all the information. Later, click on Charge.
  • When you are completed with the form, click on the Tender Done.
  • Now after finishing the transaction, click on the Send to email or text the receipt

Follow these steps if you have the blue GoPayment app

Process Payments In The GoPayment App

Here are the steps to take a customer payment in person with a blue Gopayment app.

  • First, go to your GoPayment app.
  • Click on the Amount and insert the total sale amount. Or select the Items option to add products and services from your inventory.
  • Click on the Taxable option to charge sales tax.
  • If you want to add any note or discount, then go to the View details.
  • Now, go to the Arrow symbol, later go to the next amount to begin the sale.
  • Use the customer’s credit card and swipe it. Or also choose Additional payment options that are Key in the card, Cash, or Check.
    • If you want to choose Card reader, then go with the steps as per your type card type:
      • Credit cards with EMV chips: Place the card in the chip slot facing down. The magnetic stripe must face the customer. Later click on the charge.
      • Credit cards you swipe: Slide the card to the slot on the back of the reader. The magnetic stripe must face the customer. Then click on charge
      • Apple Pay, Google Pay, and Samsung Pay: If you are using an all-in-one Bluetooth card reader, then you will process mobile payments very easily. You just need to guide your customers to tap their device in front of the card reader. And later click on the charge.
      • If in case, you do not have a card reader, then choose Key in card and manually insert all the information. Later, click on Charge.
  • Now after finishing the transaction, click on the Send to email or text the receipt.

Step 3: Learn about deposit times for customer payments

After processing your payment, QuickBooks adds money to your bank account. It always works with the bank account you selected at the time of signing up for QuickBooks payments. The time taken while receiving the money in your bank account will always depend on the product and payment plan.

Note: If it is the first time with your payments, your first payments may take a little longer when setting up your accounts. By proceeding forward, the customer processes payments much quicker.

Hope, this article will be helpful to you to process payments in the Gopayment app. If in case you have any query and issue then feel free to contact us by dialing our toll-free+1-855-441-4417 and get instant help for your query from our Intuit certified ProAdvisors.

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