I have set payment instructions in default settings and they appear when creating invoices on the desktop but not when using the app. How do I fix this?

We can manually add the Payment Instructions in the QBO Mobile app to resolve this, Laughlin.

Please note that adding the message via the QBO desktop app will not automatically sync it to the Mobile app. We'll need to manually enter this information to ensure it appears within the invoice.

If you mean the Payment Instruction option isn't available, let’s begin by clearing your app’s data on your device. This action will restore the app to its default settings and delete any cached files that may be causing the issue.

For iOS users:

1. Open your Settings, then tap General.
2. Tap iPhone Storage and find the QuickBooks Online app.
3. Tap Offload App.

For Android users:

1. Go to the Home menu or tap the three dots in the upper right corner.
2. Tap Settings, then choose Refresh Data.
3. Tap Yes to confirm.

If the issue persists, we can uninstall and reinstall the QuickBooks app. It will guarantee that you are using the most up-to-date version.

We'll be here if you need more guidance about this topic.

Thanks for the response.

Here’s what I have done:
-“Edit Default Settings”
-“Sales” Tab
-“Invoice payments”
-“Payment instructions”
I have added my details here.

Then, when I create an invoice on the desktop site these instructions appear at the bottom of the invoice but when I create an invoice from the app they are not present.

I have tried offloading the app as suggested but it made no difference and the app is up to date.

I appreciate the effort of trying those steps, Np-Laughlin.

Currently, the QuickBooks Sole Trader (QBST) app doesn’t support adding payment instructions to invoices. This feature is only available on the desktop version.

As a workaround, we can manually enter payment details when creating invoices in the app. 

Here's how:

1. Open the QBST app and go to Invoices.
2. Add transaction details and enter the payment instructions in the Description field or any message box.
3. Review and send after.

Let us know if you need further help. Please feel free to reply in the thread.