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jmikewhittington
Level 1
posted
‎December 20, 2023 10:49 PM
last updated ‎December 20, 2023 3:49 AM

Invoices with additional attachment

I would like to send invoices to my customers along with banking information (probably as an attachment).  When I do this in QBO, I always get the QB Pay option which costs me a fee.  I only want to be paid by bank transfer or check.

 

Does anyone know the best way to do this?

 

Thank you

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1 Comment 1
Carneil_C
QuickBooks Team
QuickBooks Team
‎December 21, 2023 06:04 AM

Invoices with additional attachment

Hello there, @jmikewhittington.

 

I'll share some insights about sending your invoices in QuickBooks Online.

 

Regarding this matter, you can choose what option you want your customer to pay your invoices. If you only want to be paid via bank transfer or check, you can uncheck the box for the Accept card payments with PayPal payment option. 

 

Otherwise, if you want to be paid by the customers outside QuickBooks, you can add the details to the Message on the invoice box.

 

For more details about accepting card payments, check out this article: Set up the Accept Card Payments with PayPal app in QuickBooks Online.

 

Also, this guide can give you more details about accounting customer payments: Record invoice payments in QuickBooks Online.

 

Please let me know if you have additional questions or concerns about managing payments. You can reach out to the Community at any time. Take care always.

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