Question

Payment Instructions

Forum|Forum|5 years ago
May 4, 2021
1 reply
2 views

Hi,

How do I edit "Payment Instructions" on our invoices? The "Payment Instructions" contain our business' old address. This information is contained on every single invoice. But when I try to edit the invoice template in "Custom Form Styles" in the settings, there is no field for "Payment Instructions" and the instructions are not contained in the invoice. These "Payment Instructions" are also appearing on the online invoice as well as the pdf version of the invoice.

I have spent several hours on the telephone with QB support and they were stumped as well. Any advice? If customers are instructed to send payments to an old address, we will not be able to send any invoices out through Quickbooks.

JoesemM

QuickBooks Team

I appreciate you for contacting our Support Team to get this resolved, @bjk20080. Let me provide additional details to get this fixed.

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.

Since you're using the old address, you can update your email information. This way, you can send invoices to your customers through QuickBooks. Before doing so, make sure you log in as the Master Admin of the account.

Here's how:

Sign in to your QuickBooks Payment account.
Select Account, then choose Account Profile
Go to the Contact information section. Then, select Edit.
Then after making changes, select Submit.

Get to know more about changing your QuickBooks Payments account information through this article: Change your business info for your QuickBooks Payments account.

If you still can't update the details, I'd recommend reaching out to your Payments Support Team. They can pull up your account and help you update the details. Here's a link to reach them: Contact Payments Support.

In the meantime, here's an article that'll answer the most frequently asked questions about QuickBooks Payments: FAQ Articles. It includes topics about funding status, account management, and payment processing, to name a few.

I'm always here to hear if you have any other concerns with QuickBooks Online. You're always welcome to post again or leave a reply below. Have a good day and stay safe.

B

bjk20080Author

Joesem,

Thank you for providing this information but it does not solve the problem. We do send invoices to customers through email. However, every single invoice automatically contains "Payment Instructions" that provides incorrect information to our customers. There has to be a way to fix this. We cannot possibly continue to send invoices to customers containing incorrect payment information. How could we possibly instruct our customers to send checks to an invalid address?

Is there anything the development team can do on the backend to fix this glitch?

LieraMarie_A

Level 8

Hello there, @bjk20080. Thanks for coming back.

You can change the company address from your company settings. Then, make sure to update the customer-facing address where customers contact you.

Here's how:

Go to the Gear icon, then select Account and Settings.
Choose the Company tab.
Select the Edit icon in the Address section to edit the company address.
Click the tick box beside Same as company address under Customer-facing address section.
Click the Save button once done. Then, Done.

This will update the address where customers contact you or send payments. You can refer to this article for more information: Change company name, address, email address, and business number.

Let me know if you need any more help in updating your company info. I'm determined to help you succeed.

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