add customer payment method filed to invoices

I understand the importance of adding the customer payment method field to invoices in QuickBooks Online (QBO), Jeff. 

Currently, the option to add a customer payment method field to invoices is unavailable in QBO. However, if you're referring to individual invoices, you can customize them to view the preferred payment method field. 

I can see how the functionality to add payment methods to invoices would be beneficial to your business. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.
   

I've added this article about recording customer payments in QBO: Record invoice payments in QuickBooks Online.

Drop a reply anytime if you still have questions or concerns about managing invoice payments in QBO. I'll be here to assist you further. Keep safe.

Just to be clear... you are saying that there is no way, at this time, to add the field for "Payment Method" to show on the invoice... similar to how I have it sown in the attached mocked up image?

Hey there, @Jeff-ocens. 

Thanks for reaching back out on this thread. 

The payment method field doesn't show on the invoice itself in my test account either. However, it does show when you go to record the invoice payment. 

Also, if you'd like it to still show on the invoice itself, you can add a custom field to it if you have QuickBooks Advanced version of Online. 

If you have any other questions, don't hesitate to ask. I'm only a post away if you need me. Take care! 

Would it be possible to show me how we can add this as a custom field? I see the custom fields and we currently have some of these setup but I do not see the option to add a "Payment Method" one. I there a particular string I would use to pull this information into  a field that I create or is it something we would need to create and use a totally new filed just for this purpose?

Jeff 

Hi there, Jeff.

I'm here to assist you with your concern about using Custom Fields today. The Custom Fields feature can be used for any information you want to add that will show on an invoice you send to your customer. You can use and rename the Custom Field into Payment Method so your customer can see the applicable payment method.

You can add another Custom Field for that Payment Method or use the same Custom Field you already set up. 

Here's how:

1. Go to the Gear icon and select Custom fields.
2. Click the Add Custom field button.
3. Enter Payment Method as the name.
4. Enable the All Sales forms checkbox and the Print on form.
5. Click Save.

Moreover, you can also consider creating recurring invoice transactions to save time and use the same transaction with regularly scheduled payments.

If you have additional concerns or questions about using custom fields as a customer payment method, please feel free to reply below. I'm always here to help.