Hi, @lgw-carpentry30-. I'm here to help.
You can consider setting up integration with PayPal, GoCardless, or Zettle by PayPal so your customers can directly pay for the invoices you send. Let me share an overview of these three payment processors.
If you sign up for PayPal, you can create a payment link to add to the invoices you send to your customers. To learn more about this, you can refer to this article: Accept Card Payments with PayPal app in QuickBooks Online.
If you also choose to integrate with GoCardless, all you need to do is create an invoice as you normally would. Then, select the Use direct debit option on the invoice. Refer to this article for more detailed guidance: Get started with GoCardless in QuickBooks Online.
When you sign up for Zettle by PayPal as well, you can give your customers more ways to pay and import your daily sales, fees and payment data automatically into QBO: Zettle by PayPal- QuickBooks App Store.
If integrating a third-party payment processor isn't an option, you can consider making your business account numbers visible in the invoices you send to your customers. You can do so by adding it to the invoice footer. Here's how:
- Go to the Gear icon in your QBO account.
- Select Custom form styles.
- Select New style to create a new invoice template.
- Enter a name for the new template.
- Click on the Content tab.
- Select the Footer section on the sample invoice.
- In the Add payment details and footer box, add your business account number.
- Review other details, then, click on Done.
- If you want to make it the default template, click Edit from the ACTION column. Then, choose Make default.
Let me add this article if you need to combine multiple transactions into a single record in QBO to match real-life bank deposits: Record and make bank deposits in QuickBooks Online.
We'll be here in the Community if you need further guidance about receiving customer payments using an invoice link or your business account number in QBO. We're committed to offering ongoing support.
