cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
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"

 

7 REPLIES 7
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.

userhudthudson
Level 3

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

The message, "Contact [company name] if you're not sure how to pay this invoice.", sounds rude.  It can be misinterpreted as a suggestion that the customer cannot afford to pay the invoice.  QBO users should not be forced to display this inappropriate imposition to their customers.   

SirielJeaB
Moderator

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

I acknowledge your sentiments concerning the message in question, Hud.

 

Having a good relationship with your customers is crucial when handling business activities. I recommend that you express your request to our software engineers to update the message to avoid any misunderstandings by your customers. Our engineers are eager to receive your feedback and actively encourage you to share your insights and suggestions, as they may consider adding this to future upcoming updates.

 

To send your input, here's how:

 

  1. Open your QBO account.
  2. Go to the Gear icon and select Feedback.
  3. Enter your suggestions and then click on Next.

 

It is possible to cancel or reimburse payments made in QuickBooks Online if you believe there has been payment fraud or an error. Check out this article: Void or refund customer payments in QuickBooks Online.

 

Kindly reply to this message if you need further help to manage your invoice payments or other related tasks. I'm available around the clock to provide relevant resources and guidance. Have a good one.

Qickbooksuser253627
Level 2

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

I think this is very deceptive. As a Quickbooks user that wants new clients to pay us via ACH and NOT through Quickbooks pay, this seems like a way to confuse our clients. If that button was not there they would just click "view invoice" which has all of our details. Instead, they see = Looking for a way to pay? We can let COMPANY NAME know you’re not sure how.!" And then they don't have to pay it... more work for me. Now I have to email them and make sure they got the invoice.... lame!

 

Qickbooksuser253627
Level 2

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

I just clicked the button.. the client then gets a message that says "We let COMPANY NAME know you're not sure how to pay. They should reach out to you soon."


You can also contact them directly at PHONE NUMBER
 
Quickbooks is trying to sabotage clients paying any way other than through QB pay. Why would you say I will contact them? You are supposed to make invoicing easier even if I don't use QB pay.

Need to get in touch?

Contact us