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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. 

    R
    RCVQuickBooks Team
    QuickBooks Team
    May 18, 2023

    I deleted Payment Instructions in the settings, as you suggested, but the invoices still say "Payment Instructions Contact XYZ, Inc. to pay."


    We appreciate you for joining the thread, dojoboy.

     

    The option to edit or customize the payment instructions of QuickBooks Payments is unavailable. We see consumer feedback as an opportunity to improve our products' numerous features. I'd suggest providing direct feedback to our engineers. They may investigate this suggestion and include it in future updates. Let me show you:

     

    1. Go to the Gear icon.
    2. Hit Feedback.
    3. Type in your recommendation in the Share your feedback field.
    4. Press Next.
    5. Follow the on-screen instructions to complete the process.

     

    I've attached screenshots below for your reference:

     

    Feel free to visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

     

    Alternatively, just customize the invoices before sending this one to your customers. Let them access their email and select the Review and pay or Pay invoice button to open and pay for the invoice. They can pay their invoices online by credit card or with an ACH bank transfer depending on the invoice's settings.

     

    You can also create your own instruction and add it in the Memo field. Here's how:

     

    1. Go to the Sales menu and choose the All Sales tab.
    2. Select to open the payment.
    3. Enter your payment instruction in the Memo field.
    4. Once done, press Save and Close.

     

     

    Just in case they can't process invoice payments, see What to do if customers can't pay their invoices online article to troubleshoot the problem. Visit our QuickBooks Payments page for more insights about managing your customer payments.

     

    The Community will always have your back if you need anything else in processing payments or any QuickBooks related. Assistance is just one post away. You have a good one. 

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