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homesafetyhandymanllc
Level 1

Is there a way to add form of payment to my estimates?I accept checks, cash, and zelle only right now.

How do I add forms of payment to my estimates?

Solved
Best answer a week ago

Best Answers
EduardA
QuickBooks Team

Is there a way to add form of payment to my estimates?I accept checks, cash, and zelle only right now.

There isn't a dedicated option to add payment modes directly to estimates. However, you can inform your customers about your accepted payment methods by entering those details in the Note to customer box.

If you plan to accept deposits on your estimates via debit cards, credit cards, and bank transfers in the future, you can sign up for QuickBooks Payments. Once you later convert your estimate into an invoice, the paid deposit is automatically applied as a partial payment.


Feel free to reply if you have any further concerns.

View solution in original post

1 Comment 1
EduardA
QuickBooks Team

Is there a way to add form of payment to my estimates?I accept checks, cash, and zelle only right now.

There isn't a dedicated option to add payment modes directly to estimates. However, you can inform your customers about your accepted payment methods by entering those details in the Note to customer box.

If you plan to accept deposits on your estimates via debit cards, credit cards, and bank transfers in the future, you can sign up for QuickBooks Payments. Once you later convert your estimate into an invoice, the paid deposit is automatically applied as a partial payment.


Feel free to reply if you have any further concerns.

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