Limited time only. 90% off QuickBooks for 6 months.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
vincent-jn-crete
New Member

When I send the invoice , the client receives on the open of save and print not preview and pay

Client do not have the options to pay by credit card or know how to pay

1 Comment 1
ShangY
QuickBooks Team

When I send the invoice , the client receives on the open of save and print not preview and pay

Hi there, Vincent. Your client is not seeing the Preview and pay option is because of how the invoice is formatted. 

Let's ensure the Online Invoice is selected in the Account and settings. If it's set to Plain text, the system removes all the payment links and only shows Save and print.

 

Here's where you can check:

  1. Go to the Account and settings from the Gear icon.
  2. Select the Sales tab.
  3. Scroll down to Online delivery section and click the pencil icon to edit.
  4. Choose Online invoice from the drop-down.

image.png

Another area to check is the Invoice page. Ensure to tick the box for the Credit card option for the payment method before sending it to your client. This enables the Pay Now link for online card payments.


image.png

For more information about managing invoices in QuickBooks Online, feel free to check this resource: Send an invoice to a customer.

Let us know in the comments if you have further questions or concerns.

Need to get in touch?

Contact us