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dustinthibeault9
Level 1

How do I set it up so payment options are sent with customer invoice?

Would like to have options for clients to etransfer, pay visa, etc.
2 Comments 2
MadelynC
Moderator

How do I set it up so payment options are sent with customer invoice?

I've got you covered, @dustinthibeault9. I’m here to help so you can start accepting online payments in QuickBooks.


You can sign up for QuickBooks Payments so customers can pay you online. Once set up, you can email your invoices with a Pay now button. To do that, please refer to the steps below:

 

  1. Open your QuickBooks Online account.
  2. Go to the Gear icon, then select Account and Settings.
  3. Select Payments.
  4. In the QuickBooks Payment section, select Learn more and then click Set up Payments.
  5. A window with three sections opens, fill them out and select Get Set Up.


When approved, you can start creating and sending invoices to your customers. Check out this guide for complete instructions and another way to get paid: Take and process payments in QuickBooks Online.


I’ve attached this article to learn how to check when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.


Don’t hesitate to add a comment if you have any other questions or concerns besides setting up payments. I’ll be here to help. Take care always!

Fiat Lux - ASIA
Level 15

How do I set it up so payment options are sent with customer invoice?

@dustinthibeault9 

If you are running a service company, you can utilize a proposal management app to integrate with your QBO and offer payment options by Visa, MasterCard, American Express, Discover (Domestic), JCB, UnionPay, and Pre-Authorized Debit

https://get.practiceignition.com/quickbooks

 

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