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Level 1

How to edit payment instructions on Pay Invoice Screen for when invoices are sent

Hello. We recently are trying to begin invoicing via QuickBooks Online. we have added QuickBooks payment and tried to make a test invoice that would allow for remittance of payment via bank transfer. We were hoping to see if someone knows how to edit the payment instructions at the pay now invoice screen? We have been unable to edit and not sure what other way we can to edit payment instructions when customers click the pay now on their invoice.

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Best answer 3 weeks ago

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QuickBooks Team
QuickBooks Team

How to edit payment instructions on Pay Invoice Screen for when invoices are sent

Thanks for coming back and bringing this one to our attention, LWD2 and Waynel.

 

The option to edit or customize the payment instructions of QuickBooks Payments is unavailable. What we can do is customize the invoices before sending this one to your customers. Then they'll access their email, and select the Review and pay or Pay invoice button to open and pay for the invoice. They can pay their invoices online by credit card or with an ACH bank transfer depending on the invoice's settings.

 

As you mentioned LWD2, you were able to edit the instructions for that payment screen before. In this case, it would be best to contact our QuickBooks Payments Support Team. They'll pull up your account in a secure environment and help you with this one.

 

Just in case they can't process invoice payments, see What to do if customers can't pay their invoices online article to troubleshoot the problem. Visit our QuickBooks Payments page for more insights about managing your customer payments.

 

The community will always have your back if you need anything else in processing payments or any QBO related. Assistance is just one post away. You have a good one. 

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Moderator

How to edit payment instructions on Pay Invoice Screen for when invoices are sent

Hello there, LWD2.

 

Currently, we don't have an option to edit or customize the payment instructions of QuickBooks Payments. We'll let our development team know about this. They might consider for product updates.

 

Meanwhile, you might find this article helpful when your customers are having a hard time paying the e-invoices: What to do if customers can't pay their invoices online.

 

Once your customers pay the invoices successfully, we can already expect that the payments will be deposited on your account period of time. You can also visit this link for reference: Find out when QuickBooks Payments deposits customer payments.

 

Let us know if you need anything else. Have a great day!

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Level 1

How to edit payment instructions on Pay Invoice Screen for when invoices are sent

When I initially signed up for it, i was able to edit the instructions for that payment screen and now I am unable to locate how to revise it? The issue is causing my invoice comments when creating an invoice to default only to those instructions versus additional comments that we may write on the invoice template. Is there someone I can reach out via phone to resolve this?

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Level 1

How to edit payment instructions on Pay Invoice Screen for when invoices are sent

I have exactly the same problem. Anyone got a suggestion? myaarpmedicare

Highlighted
QuickBooks Team
QuickBooks Team

How to edit payment instructions on Pay Invoice Screen for when invoices are sent

Thanks for coming back and bringing this one to our attention, LWD2 and Waynel.

 

The option to edit or customize the payment instructions of QuickBooks Payments is unavailable. What we can do is customize the invoices before sending this one to your customers. Then they'll access their email, and select the Review and pay or Pay invoice button to open and pay for the invoice. They can pay their invoices online by credit card or with an ACH bank transfer depending on the invoice's settings.

 

As you mentioned LWD2, you were able to edit the instructions for that payment screen before. In this case, it would be best to contact our QuickBooks Payments Support Team. They'll pull up your account in a secure environment and help you with this one.

 

Just in case they can't process invoice payments, see What to do if customers can't pay their invoices online article to troubleshoot the problem. Visit our QuickBooks Payments page for more insights about managing your customer payments.

 

The community will always have your back if you need anything else in processing payments or any QBO related. Assistance is just one post away. You have a good one. 

View solution in original post

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