Sending an invoice with eCheck payment method

Hello,

Couple of things...

1. Make sure you select ONLINE INVOICE as the invoice method to send.  Go to your Gear Icon.Account and Settings/Sales/Online Delivery.  Select ONLINE INVOICE (see attached picture)

2. Go to your create invoice screen and place a check-mark next to ACH payment.  That will start the process of signing up for a QuickBooks Merchant Account to accept payments.

Thank you for your reply. 

I really appreciate it. 

However, I wasn't able to follow step 2. I attached the screenshot when creating an invoice

Hello @fpbinvestor123 

Allow me to ask another question please.

Are you trying to actually process the payment? or are you just trying to send an invoice to your customer that allows THEM to pay it them-self?

Hi @MarshallA 

Yes, the first thing for me was to find out if QB can process eCheck payments and if it's free or not.  
I tried to send an invoice to my fellow friend to see if he can pay it by eCheck. That's the only reason. 

Did I make something wrong? 

@fpbinvestor123 

No, it sounds like you're on the right path.

If you have an active merchant account, you can send Online Invoices which will allow people to pay them via credit/debit card or ACH.

If YOU want to do the payment, that's another screen.  If its for an invoice and you're processing a payment with their bank info, you would go to Receive Payments and select CHECK as the payment method.  You should get a popup box below that asks for their bank info.

"If YOU want to do the payment, that's another screen.  If it's for an invoice and you're processing a payment with their bank info, you would go to Receive Payments and select CHECK as the payment method.  You should get a popup box below that asks for their bank info."

Now, what if you don't see those checkboxes or any of that because I'm in the right place and I have seen those before and then they just disappeared the next day now I'm on here trying to speak to a real human over the phone to resolve a problem and they keep handing me over to some kind of robot. at this point, I'm thinking about canceling my QuickBooks plan and going somewhere else I'll give it 2 more days tho.  

Hello there, @Drakar Eugene.

This isn't the experience we want you to have while receiving payments in QuickBooks Online (QBO). With this, let's perform some troubleshooting steps to help isolate this issue.

There are times that the browser is full of frequently accessed pages, thus causing some unusual to the system. You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
• Control + Option + P (Safari)

Once signed in, go ahead and process a payment through the Receive Payment page. If you're able to see the checkboxes, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performances issue. However, if this matter continues, I'd recommend using other supported browsers.

In the meantime, I'm adding this article to further guide you in managing the growth of your business using QBO: QuickBooks Help Articles. It includes topics about data security, banking, and expenses, to name a few. You can click the + More topics button to view other selections.

Let me know how it goes in the comments below. If you have other concerns about managing invoices and receiving payments in QuickBooks, I'm just around to help. Take care always.