Currently, this functionality is not available. The user needs to assign expenses to specific job numbers, which exist in QuickBooks and the company CRM, for proper expense tracking and job costing.
Customers cannot save their payment information directly in the system. However, businesses can set up accounts for customers to make future transactions faster and more efficient.
Payment Link is a simple and cost-effective way to accept payments online using a customizable link. Users can create the link with a few clicks and send it via SMS or email. The recipient can make the payment easily using the payment link.
Step 1: Log in to Online Check Writer and go to Receivables and select Payment Links. Step 2: Click on the +Create New Link button. Step 3: Fill in the required details and click on the SUBMIT button.
Yes, once the feature update is complete, the virtual card will be able to link with payment platforms such as Apple Pay and Google Pay for in-person transactions.