Credit Card Payments

Accepting credit and debit cards is currently the quickest and easiest way to get paid online.

Prerequisites

You must have an account with a payment processor that supports one of these payment gateways. If you do not see your gateway listed then please contact us at support@invoiced.com to discuss getting it added.

Setup

Once you are established with a payment processor, setting up credit card payments is easy! Follow these steps to start accepting credit card payments in minutes.

  1. From the Invoiced dashboard go to SettingsPayments.

    Payment Settings

  2. Click Setup on the Credit Card payment method.

    Credit Card Payments Setup

  3. Select your payment gateway and follow the on-screen instructions to connect your payment gateway.

Client Workflow

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.

Pay Invoice with Credit Card

Virtual Terminal

Like customers, internal Invoiced users have the ability to apply a payment to an account with a credit card payment on an invoice. Whether a customer has saved a credit 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 credit card or enter a new card for use.

Pay Invoice with credit card

AutoPay

Credit card payments work with AutoPay when your customer has a saved card on file.

Convenience Fees

Credit 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.

Where convenience fees are applied

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

Setup

Convenience fees can be setup with the following instructions:

  1. From the Invoiced dashboard go to SettingsPayments.

  2. Click Configure on the Credit Card payment method.

  3. In the Convenience Fee field enter the % you wish to charge, up to 4%.

    Convenience Fee Setup

  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.

Credit Card Convenience Fee