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How to Accept Credit Cards or PayPal for Invoices and Payments

To allow your customers to pay your invoices with a credit card, you will need to sync your current merchant account to FINSYNC or apply for a new account if you don't already have one. 

Feel free to contact us if you want to be matched with a card processing consultant who can help you over the phone or in person. 

To learn how to accept credit cards/PayPal for invoices follow the steps outlined below:

1. Mouse over Company Profile Icon in the top right corner of your screen and select Manage Profile. 

2. Select Income from the left-hand menu. 

3. Scroll down to the Credit/Debit Cards section. From here, you can connect your existing merchant account, using the NMI gateway, or connect to your PayPal or Stripe account. You can apply for a new account if you don't already have one.
    1. When connecting to your processor through the NMI gateway, you'll be prompted for your API login key and public key (learn more).
    2. When enabling PayPal or Stripe, you'll be prompted to select the bank account into which funds are deposited and the general ledger account used to account for transaction fees. In the following step, you'll enter your credentials to link your account.
4. When you have completed the setup steps, you'll see your selected payment methods when sending invoices and payment requests. This allows you to choose which payment options are available to your customer for each request.send_invoice