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P
PC2025
Level 4
September 29, 2024
Question

How many payment options within ProConnect?

  • September 29, 2024
  • 1 reply
  • 8 views

I have five questions related to invoice and payment setup at ProConnect:

1). How to generate an invoice with ProConnect?

2) How many payment options for clients to choose with ProConnect?  Does it include credit card, debit card, payment by refund, and Zelle? 

3). Where to find out this page at Proconnect?  Should it be the step after e-signature or before? 

4)  How to setup and link between payment and the bank information for receiving? 

5) By accepting credit card payment,  does business need to register a LLC or DBA certificate?  

 

 

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    1 reply

    C
    Cloudbooks
    Level 2
    October 5, 2024

    there are no options to receive payment for services thru Proconnect.  You would need a QBOA account to use invoicing. 

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