Kash is King - The Official Kashoo Blog

Accounting, business and technology insights for those who are blazing their own trail to success.

2018 Off To A Good Start: Helping You Get Paid Faster

Posted by Kashoo Team on January 24, 2018 at 9:00 AM

Every improvement we make to our business, is aimed towards helping your business—and January 2018 has been no different. We’ve started the year off strong by introducing credit card payments which can be taken directly within our software!

Get Paid Faster, and Instantly

CC-Payment-V1.jpg

With our new payments update, you can now accept credit card payments on the spot without having to invoice your clients first. No need for any additional tools or devices, just key in their credit card information and email them a copy of their paid invoice. No excuses, no wasted time! You can do this in 3 easy steps. You will need to have credit card payments set up within Kashoo to complete these steps, so make sure you do that first. 

Step 1: Select your unpaid invoice.

Select_Inv.png

If you haven’t already, create an invoice for the transaction. You can do this in the "Invoices" tab in Kashoo. Once the invoice has been created, select the invoice to view the details.

Step 2: Click on Pay OnlinePay_Online.png

A pop-up will display and prompt you to enter the billing address for your customer’s credit card. Once you’ve entered the correct information, hit "Next", and it will take you to a screen to enter the credit card information. Then hit "Pay Now" and voila!

payment cc.jpeg

Step 3: Send customer their paid invoiceemail.png

Once the invoice has been paid, hit the "Email" link and send your invoice to your customer as an attached PDF. And there you go! Skip a few steps on your to-do lists and charge your customers on the spot. 

Manage All Your Transactions Directly Within Kashoo

With this new update, you now are able to invoice, charge, and track all your transactions directly within the app! It's easier now than ever to manage all your small business finances with Kashoo. If you've been on the fence about trying out an accounting software, this is the sign you've been waiting for! Try Kashoo out for free today. 

New call-to-action

Topics: Product Updates