Accept payments directly in your CRM
US businesses can use Method Pay for built-in payment processing. Businesses outside the US can connect Method to a supported payment gateway.
Want to find the right option for your location? View supported gateways →
Choose the right payment option for your business
The right Method payment option depends on where your business is based.
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For US businesses: Use Method Pay
Your invoices already exist inside Method, and with Method Pay, your payments can be there too. You can collect card or ACH payments from customers, match those payments to specific invoices, and automatically sync all transaction details with QuickBooks so you don’t have to enter anything twice.
Method Pay includes support for some additional capabilities, including branded portals, deposits, recurring payments, and fee passthrough. Currently, Method Pay is only accessible to businesses in the United States.
For businesses outside the US: Connect a payment gateway
Businesses located outside of the United States may link their Method to a supported gateway, allowing their customers to make payments via Method. Providers and accepted methods vary per region.
Check gateway availability by region
Supported payment gateways
Current payment gateway options include:
- Authorize.NET
- Braintree
- CardConnect
- GoCardless
- Global Payments
- Moneris
- NMI
- PayPal Commerce
- PayPal Payflow Pro
- QuickBooks Payments
- Shift4
- Square
- Stripe
- Veem
Availability varies by region. QuickBooks Payments is for QuickBooks Online only. Review the Method Help Center before choosing a provider.
How does CRM payment processing help your business?
Connect payments with your customer records, invoices, and accounting processes that you currently have in place. This provides your employees better visibility into all payments and reduces time spent on manually sending data from one system to another.
Process payments inside Method
Collect payments without moving customer and invoice details between disconnected systems. US businesses can use Method Pay, while businesses in other supported regions can connect an available payment gateway. This keeps payment collection closer to the quote-to-cash workflow your team already follows.
Keep payments connected to your accounting records
Customer and Invoice information should be tied to your accounting workflow. Reduce re-keying by keeping this information together, and provide your employees a clear view of all payments that have been processed. . Your employees can now easily determine the most recent status of a payment without requiring them to go through multiple spreadsheets or ask the accounting group for updated information.
Give customers a convenient way to pay
Give customers an opportunity to look at all of their transactions and make payments as needed via a secure online web portal. Whether you are using Method Pay or a third-party gateway will determine which types of payment options customers have available to them. Providing customers with direct access to view their own invoices may help cut down on customer inquiries regarding what they owe and eliminate the need to manually contact them.
Learn how to increase productivity with QuickBooks payment processing
5 ways to work more productively with Method CRM’s software integrations
See how Method connects QuickBooks to the other apps your team uses. Learn how connected data can reduce repetitive work and keep customer information accessible across your business.
Must-read tips for a better accounts receivable process
See how workflow automation can strengthen your accounts receivable process. Explore practical ways to improve invoice visibility, organize follow-ups, and keep payment information connected to QuickBooks.
Online payment gateways for small businesses using QuickBooks
Learn how online gateways help businesses accept customer payments. Compare payment options, understand how gateway connections work, and see how transactions can stay connected to your accounting records.
CRM payment processing FAQs
What is the difference between Method Pay and a payment gateway?
Method Pay is built into Method for US-based businesses. It connects payment collection, invoice matching, and QuickBooks sync. Payment gateways connect Method to outside providers and remain the option for customers outside the US.
Is Method Pay available outside the US?
No. Method Pay is currently US-only. Customers elsewhere can use a supported gateway where available.
Can I use Method Pay alongside my current payment gateway?
No. Method Pay replaces the existing gateway at activation. Your processor can remain active during application and review before the planned cutover.
Which payment gateways does Method support?
Method supports the providers listed above. Availability varies by region, so confirm your options in the supported payment gateways guide.
What payment methods can customers use?
Method Pay supports keyed-in cards and ACH. Gateways may support cards, ACH, or bank payments depending on the provider. Method Pay does not support tap, swipe, or point-of-sale transactions.
Simplify your payment workflow with Method
Choose Method Pay for built-in US payment processing or connect an available gateway outside the US.
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