Tutorial for Customers Paying Online in Intuit

I'm here to share information about processing your customer's online payment, @azpcp.

As of the moment, there aren't yet tutorial-ready references for customers who are paying invoices online. Mostly they'll have to do is select Review and pay or Pay invoice and enter the payment details in order the process the online payment.

This article explains more about how you can work with a payment link in an invoice: Payment Links for QuickBooks Desktop.

I'm adding this reference with the tips you share with your customers they can't pay invoices online: A Few Ways to Fix Issues to Finish an Online Sales Transaction.

It'll always be my pleasure to help if you have any other concerns besides online invoicing. Please let me know by clicking the Reply button and leaving a comment below. Have a good one!

@azpcp 

If you are using QBD 2019-2021 and running a B2B company, you can open a Melio account, accept the payments for free, and integrate it with your QBD file. If your customer insists on paying by credit card, you can choose if you or your customers cover the 2.9% tax-deductible fee on credit card payments. They will release QBD 2022 next week with the billpayment feature powered by Melio.

https://melio.grsm.io/get-paid

You can share this reference link to help your customers pay your invoice with the payment link powered by Melio.

https://melio.grsm.io/how-to-pay

Both links you provided go to the same page, which does not address the customer's side of using the network and setting up an account.

As stated I already have a merchant account and email my customer's payment links. I do not need any instructions, I already do it.

I need a tutorial or video to walk my customers through setting up an account, saving their payment details, and signing in every month to pay their invoice from the payment link.

Your answer has nothing to do with my question.

You are just trying to get free advertising.

Both links you provided go to the same page, which does not address the customer's side of using the network and setting up an account.

As stated I already have a merchant account and email my customer's payment links. I do not need any instructions, I already do it.

I need a tutorial or video to walk my customers through setting up an account, saving their payment details, and signing in every month to pay their invoice from the payment link.

Anybody?

It's ridiculous that there is not one. With the number of people using Quickbooks and Intuit, you would think they would have one.

Hi azpcp,

It's good to know that you already have a QuickBooks Payment (Merchant) account. I'll share the steps to guide you through linking that account to QuickBooks Desktop and on how you can collect payments from your customers.

Step 1: Connect your QuickBooks Payments (Merchant) account to QuickBooks Desktop.

1. In QuickBooks Desktop, go to the Customers menu.
2. Select Link Payment Service to Company File. If you see a message about credit card protection, fill out the fields and select OK.
3. Enter the user ID and password you used to sign up for QuickBooks Payments. Then select Sign In.
4. Select Connect.

Step 2: Change or update the deposit bank account for QuickBooks Payments. Skip if you're done with this.

1. Sign in to the Merchant Service Center.
2. Select the Account menu and then Account Profile.
3. In the Deposit Account Information section, select Edit.
4. Fill out the New bank account section
5. In the Routing Number field, enter your bank's routing number. Tip: If you don't have a check handy, look up your bank's routing number online.
6. In the Account Number field, enter the number of the account you want to change to. Enter it again in the Confirm Account Number field.
7. Make sure the name in the Account Holder/Doing Business As field matches the bank account owner's name exactly.
8. Select an option from the Reason for this account change dropdown.
9. When you're ready, select Submit.

Step 3 Option A: Turn on the Online Payment options in the Preference to become your default payment settings for all invoices.

1. Go to Edit ✎ and select Preferences.
2. Select Payments and then the Company Preferences tab.
3. In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
4. Select Apply to existing customers.

Step 3 Option B: Turn on online payments for specific customers.

1. Go to the Customers menu and select Customer Center.
2. Double-click a customer's name to edit their profile.
3. Select Payment Settings.
4. In the Online Payments section, select the payment options you want to make available to this customer. Then select OK.

Step 4: Receive and process payments in QuickBooks Desktop. Follow the options in Step 2 in that article.

To answer your question, there isn't a tutorial for a merchant's (your) customers. When they receive your invoices or view them online using a payment link, they can click on the Pay Now button and pay via credit card or ACH, depending on the option you chose for their invoices.

Regarding permission to automatically debit a recurring payment, there are also no instructions for it because the form must be printed and given to them so they can fill out and sign it. Please check about getting authorization for a recurring charge.

That's it. Please feel free to share a piece of news or ask for help if your client is experiencing any challenges when paying your invoices. Take care and have a good day!

Wow. Did you even read my message? Not even close.

Hello @azpcp,

I appreciate you getting back to us here in the Community. Allow me to step in and provide some clarification about the tutorial you need for your customers.

Currently, a tutorial for customers on how to make payment from the emailed invoice is unavailable. The email will contain the requested payment details and a Pay now button that they can click to process a transaction (see screenshot below).

After clicking the option, your customers will be routed to our website for the required details. There will be fields they need to fill in, which include steps that are easy to follow.

Please note that the browser will not save the banking information. Customers are required to enter the details manually each time they get an invoice via email. 

The only workaround available is for you to set up a recurring credit card payment on your end. I know you don't want to be the one creating it, but it's the only option available at the moment.

You only need to set up the Recurring template one time, and the system will do the rest of the work. Making the process automate depending on the frequency you prefer for the payment. Check out this link for more information about how it works: Create a recurring credit card payment.

Though, it would be beneficial to have this feature without the need of setting up or creating one yourself. While we assess this, I suggest sending your feedback directly to our engineers.

You can go to the Help Menu and select Send Feedback Online. Here's an additional screenshot for your visual guide:

For additional reference, you can use the following article to learn more about the required information when using the Payment links icon on the home screen: Payment links for QuickBooks Desktop.

Fill me in if you have more questions about the features available or the payment process in QuickBooks. I'm always here to help. Take care always.

hI JONPRIL,  Once a customer makes a payment with the link that I email, can they cancel the payment?

Hi there, @Sue R. 

Thanks for following the thread and sharing your concerns with us. 

At this time, customers can not cancel payments. After they submit payment, a receipt is automatically generated. 

For additional details about the payment process, check out Payment Links for QuickBooks Desktop.

Please don't hesitate to let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

I send my customers an invoice and they are able to pay online using AHC bank transfer. We are a residential construction company and bill once a month. Our customers invoices are commonly over $50,000.00 each month. When the customer selects pay on the invoice, they are only allowed to make a payment of $49999.99 at a time and then have to do multiple payments if their bill is say $132000.00. I have some customers that are confused with this and just think they can select pay invoice and it will pay the full amount due. My question is, is there a way to increase the maximum amount they are able to pay at one time? Along with this, when the customer has to submit more than one payment to completely pay their invoice, I get charged for another transaction. That really does not bother me, I would prefer to have my customers be allowed to pay online, I was just wondering if there was some set up, I missed to not have this happen. 

We're glad to see you here in the Community, MaSchultz. I've come to ensure you'll get the right support available and acquire the assistance you need.

 To further guide you in this query, I'd suggest contacting our Merchant Services Support team and request for a limit increase of the amount your customers can pay through your online invoices. This way, they can pull up your account in a secure environment and process the request for you.

You'll want to visit this article to be guided with their operating hours, so you'll know when they're available: Contact Payments or Point of Sales Support.

Moreover, you can check out this reference to learn more about the frequently asked questions about QuickBooks Payments: QuickBooks Payments FAQ.

Keep us posted if you have additional questions or other QuickBooks concerns. We'll be right here to assist you at any time. Have a good one!

@MaSchultz 

Are you running a B2B company? You can use a 3rd party payment processor to integrate with QBO accepting ACH payments with no limits for free.