QuickBooks for Salesforce/Features/Payment processing
Take paymentson the invoice, in Salesforce
Receive Payment on an open invoice: charge a saved or new card, take an ACH bank payment through QuickBooks Payments, or record cash, a check or a wire you've already collected. The invoice turns Partially Paid or Paid in both systems.
Receive Payment on an invoice: the saved card, then a check recorded instead. Redrawn from the package, fictional data.
One buttonthree ways to be paid
Receive Payment is on every open invoice. Expand the invoice on the record and it sits under the balance due.
- 1
Open Receive Payment
The total, what's been paid and the balance due are on the left.
- 2
Enter the amount
The whole balance, a deposit, or any part of it.
- 3
Choose how it was paid
Credit card, Bank (ACH), or Cash / check / other.
- 4
Process or record it
QBObyTALLY__QBO_Payment__cThe payment is created in QuickBooks against the invoice and saved in Salesforce. The balance and status update on both.
Card, bank or checkeach the way it works
Credit card
Saved Card
The customer's card on file, shown by its last four digits.
New/Replace Card
Card number, name, expiry and CVV. The new card is saved for next time.
Charged through QuickBooks Payments
Authorized, then captured, then applied to the invoice.
Bank (ACH)
Saved bank account
The bank name and the last four digits of the account.
New account
Account holder, bank name, 9-digit routing number, checking or savings, and the account number.
1–3 business days
ACH payments typically take 1–3 business days to process.
Cash / check / other
Your payment methods
The list comes from your QuickBooks company, custom ones included.
Date and reference
The payment date and a check or wire number.
Nothing is charged
It records a payment you've already collected.
Kept in stepwhoever takes the payment
Payments made in QuickBooks reach Salesforce too, so the invoice on the record always shows what's been paid.
Payments from QuickBooks
Payments added, changed, voided or deleted in QuickBooks update the invoice in Salesforce.
One payment, several invoices
A single QuickBooks payment spread across invoices is applied to each of them.
Tokens, not card numbers
Salesforce keeps the QuickBooks token and the last four digits. Later charges use the token.
A credit card limit
Set it in Invoice Settings. Invoices above it offer bank transfer only, not cards.
Automatic charges
Recurring invoices can charge a saved card or bank account each time one is created.
Who can charge
Charging cards and bank accounts needs the payment processing permission set. Anyone who can open the modal can record a check.
Record paymentsfrom a Flow
When payments land somewhere else first, a Flow can record them on the QuickBooks invoice, with the method and reference stamped in both systems.
Record Payment on Existing QBO Invoice- 1
Full or partial
Leave the amount blank and it pays the remaining balance.
- 2
Method and reference
Cash, Check, Credit Card or your own method, and the check or wire number.
- 3
No overpayments
An amount above the balance is rejected instead of leaving a credit in QuickBooks.
- 4
Safe in bulk
One Flow run can record payments across many invoices.
Pricing
$7,290
per year, Tally Scale
Payment processing and recurring invoicing come with Tally Scale, installed free.
In Tally Scale
- Everything in Tally GrowthIncluded
- Unified payment processingIncluded
- Recurring invoicingIncluded
- Create refundsIncluded
- Create billsIncluded
- Track timeIncluded