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heath3
Level 1

Hi, How do I set up the review and pay button on invoices?

 
Solved
Best answer July 23, 2022

Accepted Solutions
Rasa-LilaM
QuickBooks Team

Hi, How do I set up the review and pay button on invoices?

Welcome to the Community, lockdoctors Aberdeenshire.

 

I'd be delighted to share some details about how PayPal accepts card payments. Then, share an alternative method for receiving customer payments.

 

When a payment is received by PayPal, it will automatically sync with QuickBooks Online, and record detailed information including items sold, quantity, discount, taxes, etc. Also, the fees are also imported as an expense in your QuickBooks account.

 

In QuickBooks Online (QBO), you can accept card payments through PayPal or GoCardless. The latter is a bank-to-bank payment method that uses direct debit to automatically collect payments from your customer's bank account. When a payment is received by GoCardless, it will automatically sync with QBO. Here's an article that explains in detail how to use the following feature: Get Started with GoCardless.

 

Furthermore, these resources provide answers to frequently asked questions about how the PayPal app and GoCardless work, as well as the benefits.

 

 

Feel free to leave a comment below if you have other customer-related concerns or additional questions about receiving payments. I’ll be glad to answer them for you. Enjoy your weekend.

View solution in original post

6 REPLIES 6
SarahannC
Moderator

Hi, How do I set up the review and pay button on invoices?

Hi there, heath3.

 

I can guide how to set up the review and pay button on the invoices. Here's how:

 

We'll need to have a QuickBooks Payments account in your book. Then,set the said button by following the steps below:

 

  1. Click the +New button.
  2. Select Invoice under Customers.
  3. Under the Online Payment section, select the type of payment how you want the payment to be accepted.
  4. Enter the invoice information as well as your customer's email address.
  5. Click the Save and Send button.
  6. Review the invoice in the Send email window. 
  7. Then, hit the Save and close button again.

 

For more tips and details, consider checking these articles. Each of them contains information about processing payment in QBO. Aside from that, we'll be learning how to handle things if we are not using payment service in QBO.

 

 

If you require additional details, just let me know by adding a comment below. I'll be more than willing to assist you further. Take care, and stay safe!

heath3
Level 1

Hi, How do I set up the review and pay button on invoices?

Hi,

Thank you so much for your reply.

We already have a PayPal account set up in Quickbooks as one of the bank accounts. Can we use this?

 

Regards,

Heath

Ashleigh1
QuickBooks Team

Hi, How do I set up the review and pay button on invoices?

Hello Heath3, 

 

You have two options 

 

option one is 

If you go to the plus new top right>invoice>where it says payment options if you click on the blue link that ways -accept card payments with paypal

 

or 

 

option two is 

What you would need to do is go to the apps tab left-hand side on dash board>search paypal>login with your details>it will link to the QB account > then it should work on invoices. 

 

If you have any other queries please feel free to reach back out to us. 

lockdoctors Aberdeenshire
Level 1

Hi, How do I set up the review and pay button on invoices?

Can credit card payment only be made via Paypal?? and not directly into my bank account//

 

Rasa-LilaM
QuickBooks Team

Hi, How do I set up the review and pay button on invoices?

Welcome to the Community, lockdoctors Aberdeenshire.

 

I'd be delighted to share some details about how PayPal accepts card payments. Then, share an alternative method for receiving customer payments.

 

When a payment is received by PayPal, it will automatically sync with QuickBooks Online, and record detailed information including items sold, quantity, discount, taxes, etc. Also, the fees are also imported as an expense in your QuickBooks account.

 

In QuickBooks Online (QBO), you can accept card payments through PayPal or GoCardless. The latter is a bank-to-bank payment method that uses direct debit to automatically collect payments from your customer's bank account. When a payment is received by GoCardless, it will automatically sync with QBO. Here's an article that explains in detail how to use the following feature: Get Started with GoCardless.

 

Furthermore, these resources provide answers to frequently asked questions about how the PayPal app and GoCardless work, as well as the benefits.

 

 

Feel free to leave a comment below if you have other customer-related concerns or additional questions about receiving payments. I’ll be glad to answer them for you. Enjoy your weekend.

Fiat Lux - ASIA
Level 15

Hi, How do I set up the review and pay button on invoices?

@lockdoctors Aberdeenshire 

If you are running a service company, you can use a 3rd party app to accept payments by Visa, MasterCard, American Express, Diners Club (International), Discover (Domestic) and Direct Debit (BACS).

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