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I would like to comment " e-transfer accepted" on my invoices. Is this possible?

 
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QuickBooks Team

I would like to comment " e-transfer accepted" on my invoices. Is this possible?

Hello Hauk,

 

In QuickBooks Online, it's possible to not only keep track of when you're invoicing and getting paid by your customers, but also how you're getting paid. With the options available in the program, you can organize your data while making sure that everyone has the details they need when it comes to payments. I'd be happy to go over this with you.

 

There are a couple of options you can consider for commenting "e-transfer accepted" on your invoices. If you're meaning to say you'd like to let your customers know that you accept e-transfer as a payment option, you can consider adding that message to your form styles so it's automatically included on your invoices or you could add it to the email message that's sent when you sent forms to your customers. Here's how you can tackle either of those options.

  1. Select the Gear icon.
  2. Choose Custom form styles.
  3. Click Edit on the form style you need (Note: If you haven't set up a custom style, you can use the Master style or create a new one).
  4. To add a message to your invoice, click the Content section.
  5. Select the Footer area on the preview to the right.
  6. Use either of the available fields to indicate accepting e-transfers (Hint: Pay attention to the preview on the right to see where the message appears).
  7. To add a message to the email, click the Emails section.
  8. Include the details you want in the field Message to the customer.
  9. Click Done to save.

You can learn all about customizing your forms and emails from this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

If you'd also like to show that the customer paid with an e-transfer once you record the received payment, that's also fairly easy to do and I have two suggestions here. The first suggestion is to set up the e-transfer as a payment method in your books. Here's how you can do that.

  1. Select the Gear icon.
  2. Choose All lists.
  3. Click Payment Methods.
  4. Click New.
  5. Name the new method E-transfer.
  6. Click Save.

Once you've done that, the option will appear in the drop-down menu on forms like the Receive payment form through the +New button. When you enter an invoice payment, simply choose e-transfer from the Payment method drop-down menu to indicate for your records and reporting that you received an e-transfer from the customer.

 

If you'd like for the customer to see that you received the e-transfer on the payment receipt (which is sent via the Receive payment option when you click Save and send), I recommend using the Memo field on the form since they won't be able to see the payment method drop-down field.

 

That should get you on your way, but don't hesitate if you have more questions. I'm here to help however I can!