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Sales goals - Setting up for Success!
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How Do I Require a Payment before a Job can be started?
Using Create Combined Job to group line items for production
Accounting and Reporting
QuickBooks Online
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How to send invoice statements to customers with the Collections report
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Differences between USA QuickBooks Online and Non-USA QuickBooks Online
Creating & sending Statements in shopVOX
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UPS Shipping Integration - Access Keys
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How to add Third party Shipping account to a Customer ?
FAQs
ACH Payment
Updated
by Tyler MacDonald
If you handle payments with Quickbooks online, you can add the ACH payment type.
To add this payment type go to POS Settings —-> Payment Methods
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Select +New Payment Method, and then select ECheck from the drop-down menu
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Once this has been enabled, Customers would be able to see the link to pay the ACH option as a method of payment
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Once the ACH option for payment has been chosen, the Customer can enter bank information (account and routing number).
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Once payment is processed successfully, a confirmation message will show on the screen stating so and a payment # will be provided.
In QuickBooks, select your Account and Settings
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Select: Payments
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Select: Manage Account
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Select: Transactions
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Now you will be able to see the payment
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Click the Gear icon for more options
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Options
- Reverse (For refunds)
- View Receipt
- Print Receipt
- Email Receipt
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Once an ACH payment is made, it will automatically be applied in shopVOX
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