Payment Profiles with Authorize.net

Payment Profiles as Credit Card Type (If and only if using Authorize.net)

To begin you will need to log in to the QB online account. From there you:

1. Click on the (+) in the top middle of the screen.

and

2. Click on Receive Payment

 

3. Click Payment Method "Add new"

 

4. Type in "Payment Profile"

and

5. Check "This is a credit card." 

Click "Save" to save the Payment Method

 

From ServiceBridge on a specific customer you would:

1. Go to the customer and click on (+) in "Payment Profiles"

 

2. From there you would enter the information for the customer in the Payment Profile.

3. Once you go to create a payment you will see that the payment method is there, and you select the payment profile for the customer, no other card information will be needed.

 

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