cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Dh_decorators
Level 1

I have added payment details to my account but every-time I make a new invoice I have to add the details again manually. Is there anyway automatically add to my invoices

 
1 REPLY 1
LouiseG
QuickBooks Team

I have added payment details to my account but every-time I make a new invoice I have to add the details again manually. Is there anyway automatically add to my invoices

Yes, there's a way to automatically add your payment details to the invoice, decorators.

 

Before we begin, may I know where do you add your payment details on the invoice?

 

In the meantime, to ensure that you won't have to manually input the payment info, you can enter them in the Invoice payments section. Here's how:
 

  1. Go to the Gear icon, then Account and settings.
  2. Select the Sales tab.
  3. Click Invoice payments.
  4. Enter your payment details in the field.
  5. Hit Save and Done.

 

Please note that the details will not appear when creating the invoice, but it will be visible when once your print the form or send it to your customer. Take a look at my screenshots below:

 


If it still won't show, let's troubleshoot by clearing your cache to start over fresh. Outdated cache can sometimes affect the QBO's performance. Alternatively, we can also use other supported browsers to further isolate the problem.

Once your customer pays you, check out this article to learn how to log the payments: Record invoice payments in QuickBooks.

 

If you have any follow-up questions about managing your invoice, feel free to come back to this page.

Need to get in touch?

Contact us