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February 27, 2023
Question

I want to change my email invoices to delete the credit/debit card option and allow people to only pay via Zelle. Can anyone help?

  • February 27, 2023
  • 3 replies
  • 28 views
No text available

3 replies

Bryan_M
QuickBooks Team
February 27, 2023

Welcome to the Community space!

 

You can choose how to receive payment on each invoice you send. Changing them on one invoice will only affect the invoice you change and won't affect the company preferences.

 

There are two ways to change your invoice payment options old invoicing and new invoicing. And I'm here to guide perform the steps.

 

Here's how to change the payment options on an existing invoice:

 

  1. Go to Sales, then select Invoices.
  2. Find the invoice you want to update, then select Edit.
  3. In the Online payments section, select Edit.
  4. Select the payment options you want.
  5. Select OK.
  6. Select Save or Save and close.

 

For payment options with new invoicing:

 

  1. Go to Sales, then select Invoices.
  2. Find the invoice you want to update, then select Edit.
  3. Select Payment methods.
  4. Turn the switches on or off for the payment method you want to use.
  5. Select Save or Save and close.

 

Moreover, your estimates or invoice will look different whether you have an old or new estimate and invoice experience.

 

If you want to learn how to check when QuickBooks deposits customer payments into your bank account. You can read through this article: Find out when QuickBooks Payments deposits customer payments.

 

For additional queries about managing your invoices, don't hesitate to reply to this post or you can post again in the Community. We'll be happy to answer it. Take care and enjoy the rest of your week!

September 7, 2023

It appears that Zelle is not one of the payment options though- so how do I make it one?

Moderator
September 8, 2023

Hi there, @garrisonmcl.

 

Currently, QuickBooks Online doesn't support Zelle as a payment option. Although, your customers have several alternative methods to pay their invoices online, including credit cards, debit cards, PayPal, Venmo, and ACH bank transfers.

 

For additional info, please see this article: Take and process payments with QuickBooks Payments.

 

In the meantime, I'd suggest exploring third-party applications that can assist you in processing customer payments. You can easily find these apps by navigating to the Apps menu and clicking Find apps. Then, search for the app from there.

 

Moreover, you can check the QuickBooks Payments website for the latest plans and check out our guide to QuickBooks Payments fees

 

Feel free to drop me a line if you've ever had any questions about handling customer payments. I'd be more than happy to help you out.