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shaileshdholaria
Level 1

How to populate payment method field in custom template?

 
1 REPLY 1
AlcaeusF
Moderator

How to populate payment method field in custom template?

Hello and welcome to the Community, shaileshdholaria.

 

I want to help make sure you'll be able to add the payments available for your customer in QuickBooks Online.

 

We'll need to configure your template through the Custom form styles window and add the payment method you want.

 

Here's how:

 

  1. Click the Gear icon.
  2. Below Your Company, select Custom Form Styles.
  3. Search for your custom template.
  4. Click Edit.
  5. Go to the Payments tab.
  6. Put a check mark beside the payment method you want (see screenshot below).
  7. Click Done.

 

The steps above should do it. If you need further assistance concerning your custom template, feel free to reach out to me.

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