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lucap
Level 1
posted
‎October 30, 2021 10:42 PM
last updated ‎October 30, 2021 10:42 PM

Customizing an online invoice in Quickbooks online

Hello,

I am in a services industry and I want to deliver the online invoice to my clients with the "review and pay" button at the BOTTOM of the invoice, after the client sees the description of services rendered for the billing period.

Every tutorial I have seen online suggests turning off the "review and pay" button.  I want to keep the easy payment option for my clients, but not have the "amount owed" scream at them at the beginning of the email they receive.

 

Any help you can provide would be great. 

Thanks.

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1 Comment 1
TirzahC
QuickBooks Team
QuickBooks Team
‎October 31, 2021 12:22 AM

Customizing an online invoice in Quickbooks online

Let me guide you on how you can find the payment feature you need, lucap.

 

The sent invoices have options available for accepting customer payments. If you don't have Online invoicing enabled, you will need to turn this feature on, here's how:

 

  1. Select the Gear icon.
  2. Click Account and Settings.
  3. Select Sales on left of the page. 
  4. Click on the Pencil icon next to Online delivery.
  5. Select the show full details in email and PDF attached and choose Online invoice.
  6. Click Save and Done.

 

I've added these handy articles about payments which I'm sure you'll find helpful. It has step-by-step instructions that'll guide you through the process.

 

 

That's all there is to it. Stay in touch if you have other questions or concerns. We're always here to lend a hand. Thanks for coming by and I wish you have great weekend ahead.

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