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bjk20080
May 4, 2021
Question

Payment Instructions

  • May 4, 2021
  • 1 reply
  • 8 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. 

1 reply

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
May 5, 2021

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:

 

  1. Sign in to your QuickBooks Payment account.
  2. Select Account, then choose Account Profile
  3. Go to the Contact information section. Then, select Edit.
  4. 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.

J
jw102
February 11, 2022

Hello,

I just wanted to chime in and say that I am having the exact same problem. Did this ever get resolved?

 

There must be a way to delete payment instructions. Ours is showing incorrect information which means we are unable to send invoices currently. 

Your posted workarounds to customize the invoice does not allow for that part to be changed. 

Just like this other customer says, there needs to be a solution for this. 

    C
    ChristineJoieRQuickBooks Team
    QuickBooks Team
    February 5, 2023

    Hello, I am having this problem too. I sure do hope there is a solution. Here is a screen grab of the problem for me.

     

     


    I've got you covered, @upleveldata. Let me provide some insights into the payment instructions within the invoice section in QuickBooks Online (QBO).

     

    We understand the frustration of not having this function as expected and the importance of resolving it as soon as possible.

     

    We have an open investigation for the same issue you stated above. We have asked Engineers to look into this issue and hope to have an update soon. 

     

    What we can do for now is to edit the Electronic Fund Transfer (EFT) instructions per invoice while waiting for a better solution.  

     

    Furthermore, I suggest contacting our support team to add you to the list of affected users. This way, you can receive a notification when a fix is available. Refer to these support hours for contacting us at your convenience.

     

    In addition, follow this article on how to edit invoice templates, personalize, add, or remove unnecessary fields: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    I'm always happy to provide more information to our valued customers. Please comment on them again in this thread. My present help is always here in times of need. Thanks for your patience, @upleveldata. 

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