Credit card and customer payments

Give your customers a convenient way to pay you by accepting all major credit and debit cards with a payment provider. Choose the provider that best suits the needs of your business: Paya or PayPal.

Accounting and PayPal (3:36)

Accounting and Paya (4:25)

If you enable Paya or PayPal as your service provider, you must first create the bank account that you want to use to record any card payments or refunds against. This should reflect your merchant account. By creating a separate bank account, it helps you keep track of your credit card transactions and makes it easier for you to reconcile them.

To enable Paya or PayPal

  • 1. Click Settings.
  • 2. Click Online Payments in the Connect section.
  • 3. On the Paya tab, enter the following information:
Merchant ID * This is your unique identifier that allows your company to process credit card transactions.
Merchant key * A Merchant Key always contains 12 characters, alternating between capital letters and numbers. For example: A1B2C3D4E5F6.
Bank account * Choose the bank account you want to use for your transactions.
  • 4. Click Save.

To disable Paya or PayPal

  • 1. Click Settings.
  • 2. Click Online Payments in the Connect section.
  • 3. Click the Paya or PayPal tab.
  • 4. Click Disable and click Yes to confirm.

Your customers will no longer be able to pay you online from their invoice.