Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
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.

B
bjk20080Author
May 5, 2021

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?

    B
    bjk20080Author
    August 16, 2021

    Hello there, @chewy-chewbacca.

     

    Having accurate information when sending sales forms to your customer is one of the important keys that'll help you expand your connection with them. However, the option to edit or change the Payment instructions in QuickBooks Payments is unavailable. As a workaround, you can customize your invoice template before sending it to your customers. To do so, please refer to these steps:

    1. Go to the Gear icon.
    2. Choose Custom Form Styles.
    3. Look for the existing invoice template you use or click the New style to add one.

     

    To know more about this, please see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Also, since you've mentioned that you've been able to edit the info before, I recommend reaching out to our Payments support team. They can pull up your account in a private place and can give you additional steps to fix the issue. 

     

    Then, to further guide you in receiving customer payments for online invoices, please visit our Take and process payments page. 

     

    Keep me posted if you have further questions about changing payment instructions in QuickBooks. I'll be on the lookout for your response. Have a good one.


    I still cannot update the "payment instructions" in the invoice template.  The "payment instructions" provide information for our old business address, which has created a huge problem with clients sending payments to the incorrect address.  Can you please edit this function or provide me with instructions on how to edit the "payment instructions". 

      Need QuickBooks guidance?
      Log in to access expert advice and community support instantly.
      Terms & ConditionsAccessibility statement