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let's go over how to use QuickBooks payments to process payments from your customers we'll show you how to take payments directly from your customers using your computer or mobile phone then we'll show you how to add payment options to an invoice so you can get paid faster finally we'll show you where you can see all the payments hitting your account each day in QuickBooks if you haven't signed up for payments already watch our video on how to sign up for this service let's start with how to take a payment directly from your customers using a sales receipt you use a sales receipt if your customer is paying you right now if they'll pay later you'll use an invoice first create a sales receipt like you normally would if you want more detail on those steps check out our video on how to create a sales receipt select your payment method and check this box for QuickBooks payments to process the sale we'll use a credit card for this example next select enter credit card details here you can swipe the card if you have our card reader if not you can enter the info manually note that swiping a card is generally more secure and has a lower transaction fee select save when you're finished once everything looks good select save and send if you want to send a receipt to the customer or one of the other save options if you don't you can also receive payments on your mobile phone open the QuickBooks app select the plus icon then sales receipt fill out the info for your sale select your payment method again now tap next if your card reader is connected with bluetooth then you can swipe or dip the card if not you can enter the info manually once you're done you have the option to send the customer a receipt now let's go over how to use QuickBooks payments when you create a customer invoice because your customer will pay you later create an invoice like you normally would watch our video on how to create an invoice for more details on this just be sure to select the boxes for how you want your customers to be able to pay when you send your invoice to your customer they will see a link to pay your invoice and they can choose from the methods you selected each day QuickBooks payments combines all of the payments that are processed that day whether by sales receipt or invoice into a single deposit you'll see each sale that is part of the daily deposit along with the fees which are charged with a separate transaction that's it now you're ready to start using QuickBooks payments and get paid faster you