Can direct debit invoices have a custom email message which make it clear that payment is via direct debit instead of the standard message which asks for prompt payment?

Hi Nick,

Thanks for contacting us here on Community.

Can I please confirm are these invoice's being created manually or are they for recurring transactions set up in QuickBooks Online?

Hi Edward,

These are recurring transactions in QuickBooks Online (the direct debit is handled by GoCardless who email a notification to the customer but not the actual invoice).

My thinking was to email the invoice prior to payment date, and that because it is paid by direct debit the invoice, and email, would clearly indicate this. But that doesn't seem to be the case.

Thanks

Nick

Hi, I have this same problem, the issue for me is not the text of my email, but that QuickBooks puts in a big piece of text saying 'Review and Pay' at the top of the message, even though the software knows that I have selected payment via direct debit.  How do I get rid of this text which is quite clearly confusing to my customers?

How your customer views the invoice when emailed can be modified, @ee909. I'll guide you through the process to ensure the Review and Pay button no longer appears when emailing the transaction to your customer in QuickBooks Online (QBO).You can set the Online Delivery of an invoice to Plain text. By doing so, the transaction details will directly appear on your customer's end. These are the steps:

1. Access your QuickBooks Online company.
2. On the top right corner, click the Gear icon and then select Account and settings.
3. In the Sales tab, click the Pencil icon beside Online delivery.
4. Below the Additional email options for invoices, click the Dropdown arrow and select Plain text.
5. Click the Save button and then Done.

For visual reference, see the image below.

In addition, you can personalised invoices to match and match it to the image of your business. You can also add more details to the transaction. Refer to this page for more information: Customise invoices, estimates, and sales receipts in QuickBooks.

I can also assist you in handling customer payments or tracking invoices in the program. Feel free to let me know in the comment section so I can respond and lend a helping hand. Keep safe.

Hi,

Thanks for your reply, but if I change the email to plain text won't this affect all invoices that I send?  I only have one customer who pays via direct debit, all others pay me directly.  I really think this is a bug in the software - Quickbooks knows how the customer is going to pay (because I have selected the appropriate radio button) so why can't it change the text/buttons on the email accordingly?

Changing the email to plain text will apply to all future invoices in QuickBooks Online, Ee909. With this, you'll need to manually edit the email for the specific customer who pays through direct debit before sending the invoice. I'll provide you with the steps.

If you already saved the created invoice of your client who pays through Direct debit, here's how to manually remove the Review and Pay in his invoice:

1. Go to Sales, then click Invoices.
2. Select the invoice of your client that you have saved.
3. Click the dropdown of More actions, then choose Send.

        4. Hit the Manage online delivery settings, it will route you to another tab.

        5. Choose the Plain text to remove the Review and Pay for this invoice.

        6. Click Save, then Done.

        7. Go back to the previous tab and refresh. You'll see no longer a Review and Pay text, and you can now click Send.

To bring back the Review and Pay button in your invoices who's paying directly, here's how:

1. Go to the Gear icon, the Account and Settings.
2. Click Sales, then locate Online delivery.
3. Hit the pencil icon to edit.
4. Change the Plain text to Online invoice.
5. Click Save and Done.

You can use this article to explore more on sending reminders to clients: Send invoice reminders automatically or manually in QuickBooks.

Once this is all done, you can now receive the payments of each of your customers after they pay.

Thank you for your understanding and patience as adjustments are made to enhance the invoicing process. If you need further assistance with managing invoices, you can hit the Reply button.