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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
sustainifysolutionslimited
Level 1

I am sending an invoice to someone, but he did not get the option to pay now in the mail. He just received the invoice. Please help

 
1 REPLY 1
Bryan_M
QuickBooks Team

I am sending an invoice to someone, but he did not get the option to pay now in the mail. He just received the invoice. Please help

Glad to see you here, Sustainify. This issue varies if it happens to all of your customers or just one.

 

Please know that your customers won't have a Pay invoice or Review and pay button if you don't have an online payment set up. You can sign up to GoCardless or any third-party application that can process this.

 

Here's how to set i up: 

 

  1. In QuickBooks, select + New and then Invoice.
  2. Choose Set up Direct Debit with GoCardless.
  3. Pick Connect and follow the onscreen instructions.
  4. Once GoCardless is connected to QuickBooks select Let’s go.

 For the additional processes, check out this article: Get started with GoCardless in QuickBooks Online.

 

If this only occurs to one of your customers, let them know that when accessing the invoice payments, it is best to use these search engines:

 

 

Let me know if you have additional questions about processing customer invoices in the comment section. 

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