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June 11, 2021
Question

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

  • June 11, 2021
  • 10 replies
  • 285 views
No text available

10 replies

Fiat Lux - ASIA
Level 14
June 12, 2021

Do you have a QB Payment account or use another payment processor?

Rubielyn_J
Level 8
June 12, 2021

It's good to see you here, @BeckyV1885. Let me share with you how to enable pay now by credit card/bank payments in QuickBooks.

 

The Pay Now feature allows you to accept payments on invoices by using a debit, credit card, Apply Pay, or bank transfer. This option will be available on your invoices once you turn on and set QuickBooks Payments. 

 

To turn on QuickBooks Payments, follow the steps below:

 

  1. Go to the Gear icon.
  2. Choose Account & Settings under Your Company.
  3. Click Payments.
  4. Select Learn more on the QuickBooks Payments option.
  5. Choose Set Up Payments to get started.
  6. Fill in all the business information including the bank account where you want your customers’ payments to be deposited.
  7. Once done, click the Submit button.

 

By simply following the procedure above, you can now accept payments with the Pay Now button on your invoices. 

 

For reference, you may check out this helpful tutorial on how to set up and use QuickBooks Payments: https://quickbooks.intuit.com/tutorials/lessons/how-to-set-up-and-use-quickbooks-payments/.

 

Additionally, here's a link you can view to learn how to receive customer payments for online invoices and in-person sales.

 

Should you need help managing the payment function in QuickBooks, let me know in the comment section below. I'll be happy to assist you further. Have a good one!

Rubielyn_J
Level 8
June 14, 2021

Hi, @BeckyV1885.

 

Hope you’re doing great. I wanted to see how everything is going about enabling pay now concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

June 15, 2021

We have already set up a payment account and I have “accept credit cards” and “accept ACH” turned on in the sales tab. However, they still show “off” on the invoices.  I want them automatically to turn on. Is there a way to that?

LieraMarie_A
Level 8
June 15, 2021

Hi there, @BeckyV1885.

 

Every time you send an invoice, you'll have to select the boxes for how you want your customer to be able to pay. 



When you send your invoice to your customer, they'll see a link to pay it. They can choose the methods you selected. 

 

Each day, QuickBooks combines all of the payments that are processed that day. To check the status, 

  1. Sign in to QuickBooks Online.
  2. Go to the Sales menu and select the Deposits tab.
  3. Select the bank deposit you want to review.

 

To learn more about this process, here are some links:

 

I'm always here if you need any more help about processing automatic payments. Have a great day.

July 8, 2022

Hello,

I was trying to set up the payment method but I do not see any edit or a "Learn More" option either.

Please see screenshot below.

 

Please advise,

 

Thank you,

 

FlorBadio

 

 

Level 10
July 8, 2022

Hello there, @FlorBadio

 

Let me help you set up the payment method for your invoices' online payments in QuickBooks Online (QBO).

 

Based on your screenshot, I can tell that you've already set up your QuickBooks Payments account. You'll see the Learn more option if you haven't set up your account yet. Since you already have one, let's go to the Sales tab in the Account and Settings page to set up your online payment method options. To do this, here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Choose the Sales tab.
  4. Under Invoice payments, select the pencil icon ✎ to edit.
  5. Mark the checkbox for the payment options you want.
  6. When you’re finished, select Save.

 

You can also set your payment options directly on your invoice. To do this, you can check out this article's Set your payment options directly on the invoice section for the detailed steps: Take and process payments in QuickBooks Online. It includes a guide on how you can receive or process payments in QBO.

 

On top of that, I've included this article as your reference to guide you when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

 

That should get you going, @FlorBadio. If you have other concerns about online payments and managing transactions in QBO and QuickBooks Payments, I'm always ready to help. Take care, and I wish you continued success.

July 8, 2022

Hi,

Thank you very much, with this I was able to fix the issue.

Thank you once again.