We receive lots of questions about merchant accounts and payment systems.

Sometimes they’re submitted in the comments section of the YouTube channel and other times our “Ask a question” form is used.

Today I’ve selected one specific question from a YouTube viewer and answered it in today’s post and video.

FEATURED VIDEO

The Question:

“…these invoices are not saved on to the customers information for future reference? Do they just get deleted or do I have to save them individually for each customer?”

Answer:

First, for reference, this question was asked in the comments of the video about Microsoft Invoice Templates. If you haven’t seen that video, you can watch it here.

The question is about the “Ref” tab as shown here:

The data on the reference tab pulls through to the invoice tab as shown here:

These templates are ideally suited for a company or solo practitioner that has a relatively small number of clients.

The reference tab is meant to be used as a database of your client list so that when you’re preparing invoices, you can just select a client via a dropdown selector on the invoice tab and the customer information auto populated.

The only customer information that is stored is name, address, phone number and website. No sensitive data like credit card numbers or payment details are stored on this template.

Additionally, this invoice template is not linked to anything.

It’s not connected to a CRM or any other database.

So payment data is not stored anywhere on this template. That is against PCI compliance and I don’t recommend you do it.

Instead, use the “card on file” templates to securely store credit card data in a payment gateway so you can simply send an invoice, and then bill the credit card on file.

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If you have a question about payments, or setting up a merchant account perhaps, please visit our “ask a question” form. If you’d like to speak to one of our team members, schedule here.

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