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helenframpton-li
Level 1

Acs transfer but I want to set up a “pay now” button so customers can pay with a click of a button does anybody know how to do this please and set this function up? When I checked the subscription features it says this should be included Many thanks

 
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Best answer August 05, 2021

Accepted Solutions
FritzF
Moderator

Acs transfer but I want to set up a “pay now” button so customers can pay with a click of a button does anybody know how to do this please and set this function up? When I checked the subscription features it says this should be included Many thanks

Hi there, @helenframpton-li.

 

I appreciate you reaching out to the Community!

 

Currently, the Pay Now option is only available once you connected your Payments account to the US version of QuickBooks Self-Employed (QBSE). To ability to set this up in QBSE UK is not yet available.

 

As a workaround, you may let your customers pay the invoice using a bank transfer (or any activity where they can pay outside the product). Then, you can manually record the amount you've received in the bank section by adding the sale as income (as invoices in Self Employed QuickBooks do not add to income when marked as paid) and by following the steps below:

 

  1. Go to Invoice on the left panel. 
  2. Locate your customer invoice. If you want to record their bank account number where the payment was made, you can select the Edit option by clicking the drop-down arrow under the Action column.
  3. Enter the account number in the Note to customer field. Then, save it again to reflect the changes.
  4. Once done, select Mark as paid by going back to the selection in the drop-down arrow. 

 

I can see how having this option would be helpful for you, and I'll take note of this. Our Product Developers are always looking for ideas to consider on how to improve QuickBooks.

 

For tips and other resources, I recommend visiting our website for future reference: Help Articles.

 

If you have any other questions or concerns, don't hesitate to leave a comment below. I'll be here to assist. Have a good one!

View solution in original post

2 REPLIES 2
FritzF
Moderator

Acs transfer but I want to set up a “pay now” button so customers can pay with a click of a button does anybody know how to do this please and set this function up? When I checked the subscription features it says this should be included Many thanks

Hi there, @helenframpton-li.

 

I appreciate you reaching out to the Community!

 

Currently, the Pay Now option is only available once you connected your Payments account to the US version of QuickBooks Self-Employed (QBSE). To ability to set this up in QBSE UK is not yet available.

 

As a workaround, you may let your customers pay the invoice using a bank transfer (or any activity where they can pay outside the product). Then, you can manually record the amount you've received in the bank section by adding the sale as income (as invoices in Self Employed QuickBooks do not add to income when marked as paid) and by following the steps below:

 

  1. Go to Invoice on the left panel. 
  2. Locate your customer invoice. If you want to record their bank account number where the payment was made, you can select the Edit option by clicking the drop-down arrow under the Action column.
  3. Enter the account number in the Note to customer field. Then, save it again to reflect the changes.
  4. Once done, select Mark as paid by going back to the selection in the drop-down arrow. 

 

I can see how having this option would be helpful for you, and I'll take note of this. Our Product Developers are always looking for ideas to consider on how to improve QuickBooks.

 

For tips and other resources, I recommend visiting our website for future reference: Help Articles.

 

If you have any other questions or concerns, don't hesitate to leave a comment below. I'll be here to assist. Have a good one!

Fiat Lux - ASIA
Level 15

Acs transfer but I want to set up a “pay now” button so customers can pay with a click of a button does anybody know how to do this please and set this function up? When I checked the subscription features it says this should be included Many thanks

@helenframpton-li 

You have to create an invoice separately on a 3rd party payment processor. Your customers will get the Pay Now button on their invoices later. If you have a Stripe account, you should explore this app to accept payments with many options.

https://deal.grsm.io/get-paid

 

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