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fpbinvestor123
Level 3

Sending an invoice with eCheck payment method

Hi,

 

I would like to know how to make an invoice with eCheck payment method because I tried to follow step by step instructions at the topic "Process an eCheck or scan check payment" and wasn't able to find this method. I have only check, Credit card and etc. 

Can anyone help and give advice? 
Thank you
Leo

Solved
Best answer March 05, 2019

Best Answers
KhimG
QuickBooks Team

Sending an invoice with eCheck payment method

Hello there, @fpbinvestor123.

 

Thanks for reaching out to us. Allow me to add to this discussion and provide some clarification about sending an invoice with eCheck as a payment method in QuickBooks Online.

 

As per checking the screenshot you provided, you have successfully followed the steps given by @MarshallA. The Free bank transfer option you’re seeing on your invoice includes both eCheck and ACH payment methods. 

 

You need to enter your customer's bank information and get their authorization to process payments. See Process ACH bank transfers right in QuickBooks for your reference.

 

That should do it. Please touch base with me here if you have any other questions. I’ll be more than happy to help. Take care and enjoy your day!

View solution in original post

8 Comments 8
MarshallA
Intuit

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.

fpbinvestor123
Level 3

Sending an invoice with eCheck payment method

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

KhimG
QuickBooks Team

Sending an invoice with eCheck payment method

Hello there, @fpbinvestor123.

 

Thanks for reaching out to us. Allow me to add to this discussion and provide some clarification about sending an invoice with eCheck as a payment method in QuickBooks Online.

 

As per checking the screenshot you provided, you have successfully followed the steps given by @MarshallA. The Free bank transfer option you’re seeing on your invoice includes both eCheck and ACH payment methods. 

 

You need to enter your customer's bank information and get their authorization to process payments. See Process ACH bank transfers right in QuickBooks for your reference.

 

That should do it. Please touch base with me here if you have any other questions. I’ll be more than happy to help. Take care and enjoy your day!

View solution in original post

MarshallA
Intuit

Sending an invoice with eCheck payment method

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?

fpbinvestor123
Level 3

Sending an invoice with eCheck payment method

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? 

MarshallA
Intuit

Sending an invoice with eCheck payment method

@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.

Drakar Eugene
Level 1

Sending an invoice with eCheck payment method

"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.  

 

 

Rea_M
QuickBooks Team

Sending an invoice with eCheck payment method

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 (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (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.

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