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Frequent Contributor *

Payment Method Not Updating for Customer Invoices?

I'm trying to setup everything for our customers to pay their invoices online (ACH only).

I've set the default to ACH and every single customer profile is set to ACH only.

 

HOWEVER, when I send a customer their invoice, if they click the blue button, it shows them the option to pay via debit and credit cards... BUT EVERY SINGLE OPTION IN QB SHOWS ACH ONLY!

 

We only allow our customers to pay via card if they call the office, because we add in the CC processing fee to their invoice before charging them.

 

SO... I either need to 1) remove the debit & credit card options from the online customer payment methods... or 2) have the online payment method automatically calculate and add the CC processing fee to the invoice (for example: $100 invoice... can be paid $100 by ACH or $105 by debit or credit card)

5 Comments
Moderator

Re: Payment Method Not Updating for Customer Invoices?

Welcome back to the Community, ebo8302.

 

Since you've already set the customers to pay via ACH in their profile, make sure you do the same in the preferences. That way, they will no longer see the option to pay via debit and credit cards.

 

Here's how:

 

  1. Go to the Edit menu at the upper left to get to the Preferences.
  2. Select Payments at the left pane, then click the Company Preferences tab.
  3. In the Online Payment section, place a checkmark in the Bank Transfer (ACH) box.
  4. Once done, hit OK428.PNG

 

For additional information, refer to this article: Let your customers pay invoices online.

 

Regarding the second option, QuickBooks currently doesn't have the ability to automatically calculate and add a processing fee to the invoices since not all states allow this. You need to enter the fees manually as a workaround.
429.PNG

 

Let me know if you have any other issues or concerns by leaving a comment below. I'll be happy to assist. Have a good one.

Frequent Contributor *

Re: Payment Method Not Updating for Customer Invoices?

I already changed the setting under preferences... but the change isn't reflected when the customer goes to pay online... they still have the debit and credit card options on their end.

 

So to recap, every single one of our customers is setup to be ACH only. The preferences are setup for ACH only... BUT when the customer attempts to pay their invoice online, they have the ability to select debit or credit...

 

It's like somehow the settings in QB aren't updating to the website side of things. Not sure if there's a way to force it to update, but this is a serious issue.

Moderator

Re: Payment Method Not Updating for Customer Invoices?

There's no need to update anything on the QuickBooks side, ebo8302.

 

Since you already turned on the Bank Transfer (ACH) option, the changes will take effect on the payment after turning it on. You might want to send the invoice to your customer again. Then, this time they'll have the option to pay it through ACH.

 

If you have other concerns, please let me know. I'm just right here.

Frequent Contributor *

Re: Payment Method Not Updating for Customer Invoices?

Re-sending the invoice has no effect on the customer's side.

 

I've also noticed that when I go to send an invoice, it's still showing credit cards as online payment methods at the bottom of the "Send Invoice" window... see below.

 

Untitled.png

Moderator

Re: Payment Method Not Updating for Customer Invoices?

Hello, ebo8302.

Allow me to take over and provide few insights regarding payment methods in QuickBooks Desktop.

 

Once the online payment is activated, the ACH option will only be visible to your customers once they pay the invoice.

 

If you want to set the ACH as the default payment method, I'd suggest getting in touch with our Merchant Services Center. You can see our most-up-to-date contact details here: https://community.intuit.com/browse/payments-contact-us.

 

You may find these articles helpful:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

If you require more information about QuickBooks payment method, please let me know. I'll stick around to provide them for you.

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