Get started with the Payments Agent

Your Payments Agent in QuickBooks helps you get paid faster. It uses payment history to suggest better payment settings and communications.

Use the Payments Agent to analyze your payments and suggest the most effective strategies to accelerate cash flow.

How to use: Just create a new invoice or open an existing one to view the agent panel. Some suggestions even appear on blank invoices. You can also manually open it by selecting the Intuit Assist icon. Your curated insights show up at the very top of your agent panel.

Note: The Payments Agent is only available to customers in the US that are subscribed to Essentials, Plus, and Advanced. And only to those users that have permission to edit/create invoices.

Here’s some of the work your Payment Agent can do for you:

Personalized payment methods

• See suggestions for additional payment methods to encourage faster payment from your customers based on customer payment history and overall trends.
• If you use the suggested payment method for your invoice, the agent updates the payment instructions to clearly show how the customer can pay you.

How to use: After you select a customer for your invoice, the agent determines a payment method and shows you multiple payment options, like credit card, ACH bank payments, PayPal, and Venmo.. Apply only the methods you need.  

Proactive invoice reminders

• Let your Payments Agent remind your customers to pay invoices that aren't paid by the due date.
• Your Payments Agent suggests a specific schedule for invoice reminders, which you can review before approving. 
• The agent writes an editable message for all invoice reminders with updated info like invoice number, customer name, and due date. 

Here’s how to turn off proactive invoice reminders at any time:

1. Go to Settings , then select Account and settings.
2. Select Sales, then find the Reminders section.
3. Select the Pencil ✎ icon to edit the section.
4. Turn off Automatic invoice reminders.
5. Select Save, then Done. 

Late fees

• Help prevent late invoice payments by setting up a late fee policy for any invoices that become late.
• Your Payments Agent suggests a specific and customizable late fee for all late invoices created after you apply it.

You can turn off or change the late fee settings for all invoices by going to Settings and turning off Late Fees in the Sales section.

Personalized invoice email messages

• Your Payments Agent drafts an email with a subject line specific to that particular invoice and customer. These are meant to make your customers open the invoice email quickly and show how to pay the invoice.
• If you have a default subject line or email body, that will be shown first. But you have the choice to use your Payments Agent’s suggestions, and you have the option to customize.

How to use: Once you’ve created your invoice, select Save and Send. You’ll see the proposed email the agent creates for you and your customer. 

How to turn off/change: If you prefer not to use your Payments Agents’ suggestions, select the default subject line and default email body. The agent remembers this preference for future invoices.

Auto-fill your invoice

• Your Payments Agent can start your invoice from an external document, photo, or text. 
• Relevant information from the document will be extracted and then added to your invoice. You might be asked to review and double-check some data.

How to use: You’ll see the Auto-fill option in the For You section. Upload your file, image or text by either dragging and dropping the file into the Auto-fill section, or using the file selector to select and upload your document/image. 

We’re continually improving our apps, so you might see other suggestions from your Payments Agent that could help you get paid more quickly.