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krucki
Level 2

QUICKBOOK ONLINE PAYMENTS

I turned on the quickbooks online payment/ ach option and the batch of recurring invoices that just went out had the payment option turned off. My online delivery/ invoice payments are both on. How can I turn this on for all past due/ recurring invoices without manually going into each template/ invoice to turn it on?

3 Comments 3
ZackE
Moderator

QUICKBOOK ONLINE PAYMENTS

Thanks for reaching out to the Community, krucki.

 

To turn on payment options for invoices that currently have them turned off, you'll need to edit each one manually, turn the appropriate payment method(s) on, then save your changes.

 

Here's how:

  1. In the left navigation bar, go to Sales, then Invoices.
  2. Find an invoice you want to edit.
  3. Click its Pencil (✏️) icon.
  4. Turn on the online payment option(s) you want them to have.
  5. Make any other necessary changes.
  6. Select Save and close.

 

Afterwards, you can resend them to customers so they'll see their option(s) to pay online.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

krucki
Level 2

QUICKBOOK ONLINE PAYMENTS

Hi! I know I can do it that way, however, I have hundreds of recurring invoices being generated. Is there a way to do this all across the board rather than manually editing each invoice template?

Rea_M
Moderator

QUICKBOOK ONLINE PAYMENTS

Hello there, @krucki.

 

Let's send feedback or product recommendations to help improve the features and your experience using online payments in QuickBooks Online (QBO).

 

For the time being, the option to turn on online payments to all previously sent invoices (past due/recurring) is unavailable in QBO. You'll have to manually edit each of them or their template to complete this process.

 

On the other hand, I can see how the benefit of being able to turn on online payments to all previously sent invoices would aid you in managing your sales and income transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.

 

Also, you may want to check out this article as your reference to know how long it takes to get customer payments in your bank account after you process them: Find out when QuickBooks Payments deposits customer payments.

 

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

Let me know if you have other online payment concerns or questions about managing invoices and income transactions in QBO. I'll gladly help. Take care, and I wish you continued success, @krucki.

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