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.

• Process a credit card payment in QuickBooks Online.
• Take and process payments in QuickBooks Online.

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!

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

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. 

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

@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).

Is this feature available with Quickbooks Desktop? 

Hello there, @Awalas. I want to share some information about the feature wherein your customers can pay their invoices online.

GoCardless is available only in QuickBooks Online UK. However, if you're using QuickBooks Desktop from a different region, like the US, you can process customer payments through QuickBooks Payments.

If you sign up for QB Payments directly from your QBDT company, we'll connect your accounts automatically. 

On the other hand, perform the following steps to manually connect if you signed up for QB Payments from a different QuickBooks version. First, link your payments account:

1. In your QBDT company, open the Customers menu.
2. Click on Link Payment Service to Company File. If you see a message about credit card protection, fill out the fields and hit OK.
3. Type in the user ID and password you used to sign up for QuickBooks Payments. Then select Sign In.
4. Click on Connect. Or if you're transferring your payments account to another company file, click on Transfer and then Yes, Transfer.

After that, change the deposit bank account QB Payments if needed. Lastly, enable the payment options and online invoices to settle everything.

If you're all good, here's an article you can read about personalizing invoices in QBDT: Create custom email templates in QuickBooks Desktop.

You can always comment so we can help you further regarding invoices, payments, or QuickBooks. Stay safe.