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Set up a default payment method for customer invoices in QuickBooks Commerce

SOLVEDby QuickBooks1Updated 2 weeks ago

Learn how to set up a default payment method for your invoices in QuickBooks Commerce.

QuickBooks Commerce is no longer available for purchase as a stand-alone product.
The features referred to in this article are only relevant for customers who still have QuickBooks Commerce bundled with their QuickBooks Online subscription.
If you want to learn more about e-commerce accounting features that are part of QuickBooks Online, check out Accounting for e-commerce FAQ.

If you or your customers prefer a specific payment method for invoices, set a default payment method to save time. When you quickly mark invoices as paid, QuickBooks Commerce automatically uses the default payment method you set.

Note: Need to receive online payments? Turn on Payments and send online invoices.

Step 1: Add your default payment method

Add the payment method you prefer customers to use when doing business with you. Here’s how.

  1. Go to ⚙ Settings, then select Configuration.
  2. Select the Payment Methods tab.
  3. Select New Payment Method.
  4. Enter a name suited for the payment method.
    Note: If you want to make this default, select the Default Payment Method checkbox.
  5. Select Create.

Step 2: Set a default payment method

You can either assign a payment method to a specific consumer or business customer, or assign one to all. Here’s how.

Set a default payment method for a consumer or business customer

When you mark an invoice as paid, QuickBooks Commerce uses the payment method you assign to a consumer or business customer.

  1. Go to Relationships.
  2. Select the consumer or business customer you want to set a default payment method for.
  3. Select Edit.
  4. Select the Default Payment Method ▼ dropdown, then the payment method you want to use.
  5. Select Save changes.

Set a default payment method for all consumers and business customers

Unless you assign a specific payment method to a consumer or business customer, QuickBooks Commerce uses the payment method you set for all.

  1. Go to ⚙ Settings, then select Configuration.
  2. Select the Default Payment Method ▼ dropdown.
  3. Select the payment method you want to use.
  4. Select Save changes.

Note: QuickBooks prioritizes the payment method you assign to a specific consumer or business customer over the payment method you assign to all.

Step 3: Use the default payment method in invoices

To use the default payment method you set, go to the unpaid invoice and use the “Mark all as paid” button.

  1. Go to Sales Orders.
  2. Select Invoices.
  3. Select the invoice you want to mark as paid.
  4. Select Mark all as Paid. If you have multiple invoices for the sales order, it pays each one separately.

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