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Wilgartw
Level 1

how do I edit the screen that says "if you're not sure how to pay this invoice." when a customer clicks on review and pay

Firstly - I don't take PayPal for most of my customers, I don't want to take PayPal for most of my customers.  a bank transfer doesn't charge me 2% or 3%

 

When I send an invoice to a customer there is a huge button saying "Review and Pay"

if the customer clicks that they get a message saying "contact [company name] if you're not sure how to pay this invoice."

 

where can I edit this to say "pay by bank transfer with these details xx-xx-xx xxxxxxxx"

 

3 REPLIES 3
John C
QuickBooks Team

how do I edit the screen that says "if you're not sure how to pay this invoice." when a customer clicks on review and pay

Hi Wilgartw You're unable to edit the that specific message. You can however add your bank details within the footer of your invoice template (navigate to the cog/gear icon > custom form styles > edit, against the default or relevant template that you use > content > select the bottom greyed out area > enter your bank details in the 'Add payment details and footer' > Done.

There are also further settings where you can enter your own email message, referring your customer to your bank details within the footer of type invoice, and the type of delivery. which are in the Messages and Online delivery sections respectively, within the settings, navigate to the cog/gear icon > account and settings > sales. 

Please note; if you want the invoice number to be included in the email don't amend the Invoice [Invoice No.] within the email subject lie as this automatically enters the invoice number however you can enter additional wording in the field. If you select Plain text within the online delivery section this will remove the review and pay banner however not the wording "contact [company name] if you're not sure how to pay this invoice."

Wilgartw
Level 1

how do I edit the screen that says "if you're not sure how to pay this invoice." when a customer clicks on review and pay

Thank you for the update.  It. Is a shame that message cannot be edited,  after searching online it seems to be a common request, as it is a big part of the customer experience, and you are driving them to contact us (usually by telephone) when the answer could be given as part of the message.

 

Can this be requested from the developers,  is there a requests page?

 

John C
QuickBooks Team

how do I edit the screen that says "if you're not sure how to pay this invoice." when a customer clicks on review and pay

Hi Wilgartw We can certainly forward your comments to our developer for their consideration and we also encourage you to leave feedback from within the product.

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