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 Account Settings.
2. Select Income from the left-hand menu.
- When connecting to your processor through the NMI gateway, you'll be prompted for your API login key and public key (learn more).
- 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.