How can we help?

  1. Help
  2. Getting Started

How do I accept payments through ZipBooks?

With ZipBooks, you can allow your customers to pay easily, right from their invoice, with any major credit card. Here’s how to get set up:

  1. Log in to ZipBooks and click on the More tab at the top of your screen.
  2. Under Account, click on Payments.          
  3. Decide which payment option you’d like to set up, and click on the Connect Now button. 
  4. On the next screen, fill out all applicable fields of the form, including your bank routing and account numbers, and other personal information, so we know where to send your money. Follow any other instructions for each payment method you decide to set up.

As soon as you’ve done this, you’re set up to accept credit card payments through ZipBooks!  We’ll let you know if we need any additional information.  Your first payment may take several days of processing time before it’s deposited into your bank account; that allows us to ensure that we’re complying with best practices to prevent fraud.  After that, trusted accounts will normally see payments deposited within two business days.

Check out this article to see the process and timing for receiving your payments:

How long does it take for credit cards from customers to post to my account?


Suggested next article: How do I set up my account preferences and defaults?

Was this article helpful?

Related Articles

Privacy Preference Center