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blanfear
Level 2

QB Desktop E-mail invoice pay now option not showing up on invoices

I am new to all this online banking so please bare with me.  I have my bank connected, my invoices are set up for the pay now on email invoices.  The pay now is not showing up on my invoices.  Also checked several things as suggested through QB help files.  Check bank feeds settings:  Connection Information:  Account Customer ID:  nothing is there.  What account ID is needed?  Bank or QB?  If it's the bank customer ID what will that be?  My account number?  or What?  

1 Comment 1
Emily M
QuickBooks Team

QB Desktop E-mail invoice pay now option not showing up on invoices

Hello, @blanfear.

 

Let’s get the pay now link added to your emailed invoices.

 

Here’s how to change online payment options for your company:

 

  1. Go to Edit, then Preferences, and click Payments.
  2. Select the Company Preferences tab.
  3. In the Online Payments section, check the boxes for the methods you would like to enable for your company, and pick OK. These options will be set as the default for all new customers you create.
  4. If you would also like to apply these settings to existing customers when prompted, locate Apply to Existing Customers.

 

To send a payment-enabled online invoice:

  1. Create an invoice and enter the required information.
  2. Make sure the payment options that you want your customer you to use are enabled in the Online Payment section in the bottom left of the invoice.
  3. Review the invoice in the preview area.
  4. Click Send.

 

If you have further questions, feel free to hit the Reply button below.

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