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TeJay
Level 2

Batch invoicing = No e-Payments?

I am running QuickBooks Desktop for Mac (2020) on a Macbook Air (2019) with the latest OS updates installed. 

 

When creating an individual invoice for a customer I am able to add the option for them to pay online via credit card or ACH. 

Screen Shot 2020-01-21 at 5.41.33 AM.png

 

If I use the drop down menu and select a group to create batch invoices instead, the Payment options disappear. 

Screen Shot 2020-01-21 at 5.42.04 AM.png

 

Are you not able to apply payment options to batch invoices? It seems kind of counter productive if I create batch invoices and then have to go into each invoice one by one and add the option to pay online. 

2 Comments 2
IamjuViel
QuickBooks Team

Batch invoicing = No e-Payments?

I appreciate the complete details you’ve provided, @TeJay.

 

When creating batch invoices, you’ll just need to fill out an invoice template only once. You can send it to all the customers in the group or print it. However, the ability to add payment options is currently not available. 

 

You need not worry though you can still process a customer’s credit or debit card payments. You can either swipe the credit card with a USB card reader or enter the information manually. For more detailed instructions, you can check our user guide: Accepting your customer’s credit and debit cards (Go to page 100.).

 

To learn more about paying invoices sent from QuickBooks, you can browse this article: Common questions about paying invoices online.

 

Swing by here if you have other questions about receiving customer payments through QuickBooks. I’m always here to help.

TeJay
Level 2

Batch invoicing = No e-Payments?

That is unfortunate. As great as QuickBooks has been in the past, it seems it is getting less and less great. I am going to have to start alternative invoicing options. I am really bummed about this. 

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