Money Movement in CustomBooks™️
Service
| Receive Payments (Cash Receipts) | Make Payments (Bill Payments, Payments) | Cost
| Website
| Setup
|
Paypal
| X
| X
| Paypal tx fees only
| | Quick Menu → Settings → Beta Preview
|
ACH
| X
|
| .80%, capped at $5
| | Quick Menu → Settings → Integrations → Stripe
|
Stripe (Credit Card)
| X
|
| 2.9% + .30
| | Quick Menu → Settings → Integrations → Stripe
|
Checkbook.io
|
| X
| $1.00 per check
| | Quick Menu → Settings → Beta Preview
|
Terminology
In CustomBooks™️ the term payment refers to money movement on the Purchases side - either via a Payment or a Bill Payment (the difference being that Bill Payments have associated Bills while Payments do not). Receipts refer to money coming in from our customers, either as a Cash Receipt from an Invoice or a Cash Sale. CustomBooks™️ has various ways to move money from within the software that are summarized in the table above. Detailed instructions on the setup and use of these services is below.
- Stripe - (ACH and credit cards)
- Paypal - (Paypal funds and credit cards)
- Checkbook.io
Related Articles
Overview - Welcome to CustomBooks™
Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...
Logging in and out of CustomBooks™
Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...
CustomBooks™ Email Logs
In the CustomBooks™ Portal/Dashboard, you can easily monitor the status of all emails sent from your CustomBooks™ account by accessing the Email Logs. This feature helps you track the delivery and processing of emails to ensure smooth communication ...
The CustomBooks™ Portal
Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...
Subscribing to CustomBooks™ After Your Trial Period Ends
Subscribing to CustomBooks™ Once the trial period is over, you can subscribe to CustomBooks™ using the 'Pay Now' button located on the Dashboard that displays once you login. To subscribe: In the Client/Company List, locate the company you're ...