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Does anyone know how to default the accept payments online button to be ticked when creating new invoices?

 
5 REPLIES 5
QuickBooks Team

Re: Does anyone know how to default the accept payments online button to be ticked when creating ...

Hello matt29,

 

Welcome to the Community - thank you for your question!

 

Would you like to accept payment via PayPal?

 

Thanks,

 

Talia

Active Member

Re: Does anyone know how to default the accept payments online button to be ticked when creating ...

Hi Talia,

 

Thanks for the quick reply.  We use paypal already.  However, when new invoices are generated by zapier, the Accept Payments Online is always unticked Smiley Sad and I can't find an option so this is ticked automatically and end up going through loads of invoices to tick this manually.

 

Thanks

 

Matt

QuickBooks Team

Re: Does anyone know how to default the accept payments online button to be ticked when creating ...

Hello Matt

 

Can we ask you to test creating an invoice in the QuickBooks product directly.  Is the invoice showing as pre ticked in the payment section?

It may possibly be something to do with the integration of the invoices from Zapier .Do you have to map the Zapier product as regards the fields on the invoice for QuickBooks Online?

 

Thanks

 

Emma

Active Member

Re: Does anyone know how to default the accept payments online button to be ticked when creating ...

Hi Emma,

 

New invoices seem ok, however, our developer says that all options are correct for this box to be checked when creating the invoices, i'm not sure if he uses zapier for this.  Please might you ask him what to check when producing invoices, Ben's email is [email address removed]

 

thanks

 

Matt

QuickBooks Team

Re: Does anyone know how to default the accept payments online button to be ticked when creating ...

Hello Matt,

 

Unfortunately the system removes any email addresses posted, for your own security, so we cannot view the address you sent.

 

Thanks,

 

Talia