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Can you save your customers' Credit card info in quickbooks and bill them for a different amount each month?

  
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Subject Author Date
Can you save your customers' Credit card info in quickbooks and bill them for a different amount each month? Phil B 05-14-2008
Posted by Phil B on May 14, 2008, 5:25 pm
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Dear friends;

I'm about to buy quickbooks because we want one solution for our small
business. Here is what we need to happen:

We run a small tutoring business. Clients sign up and typically stay
with us for 2 to 4 months. We currently send out invoices every two
weeks and often have to chase folks down to get paid.

We'd like to just get their credit card info when the sign up and be
able to run the payment through on their credit card as needed. IS
THIS SOMETHING QUICKBOOKS CAN DO?

Note that it is not a "recurring payment" that is always the same. My
question is whether or not we can set up customer accounts that also
include credit card info that we can use to charge the customer's
accounts when necessary.

Any assistance is appreciated. Also, if anyone has experience in this
area, and could help us get set up quickly, we might be interested in
hiring you.

Thanks

Phil


Posted by Peter Secor on May 14, 2008, 8:13 pm
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>
>Dear friends;
>
>I'm about to buy quickbooks because we want one solution for our small
>business. Here is what we need to happen:
>
>We run a small tutoring business. Clients sign up and typically stay
>with us for 2 to 4 months. We currently send out invoices every two
>weeks and often have to chase folks down to get paid.
>
>We'd like to just get their credit card info when the sign up and be
>able to run the payment through on their credit card as needed. IS
>THIS SOMETHING QUICKBOOKS CAN DO?
>
>Note that it is not a "recurring payment" that is always the same. My
>question is whether or not we can set up customer accounts that also
>include credit card info that we can use to charge the customer's
>accounts when necessary.
>
>Any assistance is appreciated. Also, if anyone has experience in this
>area, and could help us get set up quickly, we might be interested in
>hiring you.
>
>Thanks
>
>Phil

You can easily do this using QB's merchant services.

Posted by Phil B on May 14, 2008, 8:23 pm
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>
> >Dear friends;
>
> >I'm about to buy quickbooks because we want one solution for our small
> >business. Here is what we need to happen:
>
> >We run a small tutoring business. Clients sign up and typically stay
> >with us for 2 to 4 months. We currently send out invoices every two
> >weeks and often have to chase folks down to get paid.
>
> >We'd like to just get their credit card info when the sign up and be
> >able to run the payment through on their credit card as needed. IS
> >THIS SOMETHING QUICKBOOKS CAN DO?
>
> >Note that it is not a "recurring payment" that is always the same. My
> >question is whether or not we can set up customer accounts that also
> >include credit card info that we can use to charge the customer's
> >accounts when necessary.
>
> >Any assistance is appreciated. Also, if anyone has experience in this
> >area, and could help us get set up quickly, we might be interested in
> >hiring you.
>
> >Thanks
>
> >Phil
>
> You can easily do this using QB's merchant services.

Just to clarify-- you are saying we can store credit card info as part
of a customers record and charge them using that whenever we need to?

Are you certain?

Posted by Golden California Girls on May 14, 2008, 8:44 pm
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Phil B wrote:
>>
>>> Dear friends;
>>> I'm about to buy quickbooks because we want one solution for our small
>>> business. Here is what we need to happen:
>>> We run a small tutoring business. Clients sign up and typically stay
>>> with us for 2 to 4 months. We currently send out invoices every two
>>> weeks and often have to chase folks down to get paid.
>>> We'd like to just get their credit card info when the sign up and be
>>> able to run the payment through on their credit card as needed. IS
>>> THIS SOMETHING QUICKBOOKS CAN DO?
>>> Note that it is not a "recurring payment" that is always the same. My
>>> question is whether or not we can set up customer accounts that also
>>> include credit card info that we can use to charge the customer's
>>> accounts when necessary.
>>> Any assistance is appreciated. Also, if anyone has experience in this
>>> area, and could help us get set up quickly, we might be interested in
>>> hiring you.
>>> Thanks
>>> Phil
>> You can easily do this using QB's merchant services.
>
> Just to clarify-- you are saying we can store credit card info as part
> of a customers record and charge them using that whenever we need to?
>
> Are you certain?

He is saying yes. As per the CC master agreement you can't and it won't store
the CCV code, but it will store card number and exp.


Posted by Peter Secor on May 14, 2008, 9:09 pm
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>> Just to clarify-- you are saying we can store credit card info as part
>> of a customers record and charge them using that whenever we need to?
>>
>> Are you certain?
>
>He is saying yes. As per the CC master agreement you can't and it won't store
>the CCV code, but it will store card number and exp.

You probably should have your customers sign something that says you
can store their number, but QB will store it. Using Merchant Services
is very easy, once you set it up with them. I'm not sure how
competitive their rates are, so you may want to check that carefully.

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