Thank you for providing the detailed information about your experience with the Accept Payments with PayPal app in QuickBooks Online (QBO), PHutt.
I'm here to ensure you're able to process customer payments and let them utilise the Review and Pay button on our invoices. This way, you can easily track your sales transactions and allows your customer to make payments online.
Before we start, let me provide some reasons your customer's card may get declined:
- The info they entered didn't not match with the bank.
- The payment amount is larger than the limit set by your card issuer or bank.
After setting up a PayPal account, your customer should easily pay your invoice online through the Review and Pay button.
Since it worked with the test payment, I'd recommend letting your first customer do some basic troubleshooting. Let them use a private browser (incognito) in opening the emailed invoice and paying it. This is also applicable to the machine (computer) that the test transaction worked fine with. This way, we'll be able to isolate the issue and fix the unusual response of the system. Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox or Internet Explorer)
- Control + Option + P (Safari)
If it works, have you customer return to their default browser and clear its cache and cookies. There are times the browser gets overwhelmed with frequently accessed pages, thus affecting the system's performance.
However, if the issue persists, let your customer use other supported browsers in paying the invoice online.
Once your customer successfully paid the invoice, it'll be marked as Paid and a payment transaction is created against it in QuickBooks. You can verify this by pulling up the Invoice and Received Payments report through the Reports menu. It'll display the complete list of the payments you’ve received and the invoices that go with them.
Please let me know if you have other concerns. I'm just around to help.
