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kw1966
Level 2

Intuit Online Payment - Revised Invoice will not let customer pay via intuit payment services

I have a customer that pays her invoices via Intuit Payment Solutions.  We revised one of her outstanding invoices to include a credit and when we send her the revised invoice she is not getting the prompt to pay via Intuit payment.

Solved
Best answer December 07, 2020

Best Answers
Rose-A
Moderator

Intuit Online Payment - Revised Invoice will not let customer pay via intuit payment services

Hi, kw1966.

 

You might want to delete and recreate the invoice instead of revising it.

z.PNG

 

To create an invoice:

 

  1. Select + New.
  2. Then select Invoice or Send Invoice.
  3. From the Customer ▼ drop-down, select a customer. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice date. If you need to, change the due date in the Terms ▼ drop-down.
  5. From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
  6. Enter a quantity, rate and change amount if needed. Note: If you see the Flat rate, By hour, or By item options, this means you're in Business view. Your experience is slightly different.
  7. Select the Tax checkbox if you need to charge sales tax.
  8. When you're ready to send the invoice, select Save and send.

Once sent, have them check their email and make sure to choose Pay Now right from that invoice. For your reference, you can scan through this article: Take and process payments in QuickBooks Online.

 

Please let me know how it goes by leaving a reply below. I'll be standing by provide additional assistance.

View solution in original post

2 Comments 2
Rose-A
Moderator

Intuit Online Payment - Revised Invoice will not let customer pay via intuit payment services

Hi, kw1966.

 

You might want to delete and recreate the invoice instead of revising it.

z.PNG

 

To create an invoice:

 

  1. Select + New.
  2. Then select Invoice or Send Invoice.
  3. From the Customer ▼ drop-down, select a customer. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice date. If you need to, change the due date in the Terms ▼ drop-down.
  5. From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
  6. Enter a quantity, rate and change amount if needed. Note: If you see the Flat rate, By hour, or By item options, this means you're in Business view. Your experience is slightly different.
  7. Select the Tax checkbox if you need to charge sales tax.
  8. When you're ready to send the invoice, select Save and send.

Once sent, have them check their email and make sure to choose Pay Now right from that invoice. For your reference, you can scan through this article: Take and process payments in QuickBooks Online.

 

Please let me know how it goes by leaving a reply below. I'll be standing by provide additional assistance.

kw1966
Level 2

Intuit Online Payment - Revised Invoice will not let customer pay via intuit payment services

Thank You!  The link for Payments and Reminders really helped!!!

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