From quote to cash, all in Method

Method Pay is Method’s built-in payment processing tool — so your invoices, payments, and QuickBooks records all live in the same place. Accept credit cards and ACH bank payments, set up deposits and recurring billing, and give customers a branded portal to pay online. Every payment syncs to QuickBooks automatically and matches to the right invoice — no double entry, no reconciling, no tab-switching.

Yes — Method Pay syncs with both QuickBooks Online and QuickBooks Desktop, matching every payment to the right invoice automatically.

Method Pay uses tokenization to protect card data — meaning your customers’ card numbers are never stored on Method’s servers. All transactions are encrypted end to end.

Card payments deposit the next business day. ACH takes about four business days. We confirm timing with you during setup.

All major credit cards and ACH bank payments, keyed in by phone or through your portal. Card-present (tap or swipe) isn’t supported today.

No limit on how many you run. ACH is capped at $60,000 per transaction.

You handle disputes, refunds, and returns from the same dashboard, right on the customer’s record.

No. Method Pay replaces it. Your old gateway keeps running through application and review, then you switch over cleanly. You can roll it out by customer group, but you can’t run both at once.

Yes — Method connects to other processors via our shuttle connector. That said, most businesses find that switching to Method Pay eliminates the reconciling and sync issues that come with running a separate payment tool.
And if something goes wrong with a payment, it matters who you call. With a third-party processor, you’re in their support queue. With Method Pay, you reach our team directly — real experts who know your account and can resolve issues fast.

In most cases, yes — once. If your current processor didn’t store card security codes (most don’t, for security reasons), customers will be prompted to enter their card details one more time when they pay through Method Pay.
The good news: it’s a one-time step that actually improves things going forward. Method Pay stores payment details securely, so customers can pay future invoices in one click — and you’ll see fewer declined payments from outdated or expired cards.

With Method Pay, you contact us directly — not a third-party processor. Our team is available to troubleshoot payment issues in real time, because when something goes wrong with a payment, waiting days for a ticket response isn’t an option.

Yes — every invoice can include a payment link that takes customers to your branded portal, where they can pay by card or ACH without creating an account.

Yes — Method Pay supports recurring payments, staged billing, and deposits without a separate billing tool. More specialized billing setups may require customization work to make sure everything runs the way your business works — this is sometimes covered under your payments implementation, and sometimes a separate engagement depending on the complexity.
Speak with your CSM to understand what’s involved before you get started — we’d rather you know upfront than hit a surprise later.

Not right now. Method Pay processes payments for US-based businesses only, and the rates above apply to them. If your business is based outside the US, you can still use Method to manage customers, send estimates, and invoice. You’d just collect payment through your own processor instead of Method Pay.