You can update payment instructions from your sales settings, James1995. Allow me to share the detailed process to guide you thoroughly.
In QuickBooks Online, you can add a payment instruction to let your customer know how you would like to receive invoice payments. To edit it, you can refer to these steps:
- Head to the Gear icon, then Accounts and Settings.
- Choose the Sales tab and click the pencil icon from the Invoice payments section.
- In the Payment instructions field, make all the necessary changes.
- Select Save, then Done.
On the other hand, consider scanning these resources when you want to enter customer payments or customize your sales forms:
Revisit this thread and leave a reply below for other inquiries about adding and customizing payment instructions in QuickBooks Online. I'm always here to lend a hand.
