I want you to have a seamless process when creating invoices in your QuickBooks Online (QBO) account, @coastline plumb.
To get started, let's set up your account settings that accept credit cards, ACH, and checks for invoice payments. Remember, you don't have to set two custom invoices as the options are already in the settings that are needed to set.
Here's how:
- On the left navigational panel, look for the Sales tab.
- Find Invoice payments, then click Edit.
- From there, choose the payment method/s your customers will use. You can also put payment instructions to show on your invoices.
- Select Save, then hit Done.
Regarding the second option of sending out an invoice occasionally, we can directly change it to the invoice. If you set a different payment method on one invoice, it will only affect that particular invoice. It won't affect your company preferences. I'd be glad to show you how:
- In the left navigational panel, look for the Sales tab.
- Then, select Invoices.
- Find the invoice you want to update, then click Edit.
- Select Manage, then choose Payments options.
- Turn the switches on or off for the payment method/s that you need to use.
- Once done, hit Save or Review and send.
Additionally, here's an article you can browse through just in case you need assistance on how to void or refund payments you process through QuickBooks Online: Void or refund customer payments in QuickBooks Online.
I'll be here willing to provide further assistance for any additional queries you may have when managing invoices in QBO. Feel free to let me know in the comments below. Keep safe.
