# RentalWorks Payment Processing and CardConnect Integration Training

**February 19, 2026 at 10:02 AM** · 15m 8s

This call was a training session focused on implementing payment processing workflows in RentalWorks for Avon warehouses, with plans to eventually apply the same workflow to Versatile. Speaker A explained that they're moving Avon to RentalWorks with CardConnect integration for both credit card and non-credit card payments, ensuring all payments flow through to QuickBooks. Currently, Versatile records payments directly in QuickBooks rather than RentalWorks, but will adopt the unified workflow once CardConnect is set up for them.

Speaker B provided detailed training on the invoice-to-payment workflow in RentalWorks. The process requires invoices to go through specific status stages: created (new status), manually approved, processed (sent to QuickBooks), and then paid. Only processed invoices that have been sent to QuickBooks can receive payment receipts. Speaker B demonstrated how to create receipts for different payment types including cash, check, and credit cards, explaining that credit card payments can be processed through CardPointe integration using saved cards or PIN pad devices.

During the training, Speaker C encountered an issue where the 'pay invoice' button was grayed out on a test invoice. Speaker B diagnosed that the invoice hadn't been processed (sent to QuickBooks) yet, and also identified that Speaker C lacked user permissions in both RentalWorks and QuickBooks to process invoices. This highlighted the importance of ensuring all users have proper access permissions set up in both systems before beginning live operations.

### Action Items
- [ ] Set up CardConnect/CardPointe integration for Versatile location to enable unified payment workflow — @Speaker A `high`
- [ ] Configure user access permissions in both RentalWorks and QuickBooks for all team members who will be processing invoices and payments — @Speaker C `high`
- [ ] Transition Avon warehouses from current payment recording method to new RentalWorks workflow with CardConnect processing — @Speaker A `high`

### Topics
RentalWorks payment processing workflow implementation, CardConnect/CardPointe integration for credit card processing, QuickBooks Online integration and invoice synchronization, Invoice status progression (new, approved, processed, closed), User permissions setup in RentalWorks and QuickBooks, Payment receipt creation for different payment types, Unified workflow rollout from Avon to Versatile locations

**Sentiment:** positive

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*Generated by Call Assistant on 2026-04-09 11:45*