Review and Pay not included when sending invoices

I am delighted to have you back in the Community,  @darlene19. Thanks for posting again to our forum.

The Review and Pay link will appear if you select the two modes of online payment, Cards and Bank Transfer, when creating the invoice. Please see the sample screenshots below:

If you want to edit your invoices and check the Online payments options, just go to the Sales menu, then select Invoices. Click the Pencil icon to edit the particular invoice transaction.

You might also want to read these articles for more information on payment services in QuickBooks Online. Each one contains information about QBO payment processing:

• Credit card processing in QuickBooks Online.
• Take and process payments in QuickBooks Online with QuickBooks Payments.

I am always willing to help you. darlene19. If you need further assistance sending invoices or have any QuickBooks-related concerns, simply click the Reply button below or return to our Community forum. Have a flourishing year!

Glad to know we're able to provide the solution that you're looking for, darlene19.

If you need help managing and running reports, please let us know. We're always here to help you out.

I've also added our View All Help article for future reference. There, you can search topics that'll help you in completing your other QuickBooks tasks.

Have a great day ahead!

I just started having this issue on my QB invoices when I send them by email. My clients use the Review and Pay button and now it has disappeared. I use QB Pro Plus 2024 desktop and need help with finding where the settings have changed. 

I can definitely help you with this, @rkieffner. It can be concerning when the Review and Pay button disappears while you're trying to send invoices, especially if you've been relying on this feature. Let’s work through this together.

First, let’s make sure your QuickBooks Payments account is still connected to QuickBooks Desktop (QBDT). If it’s not linked, you'll need to reconnect it to process online payments.

If everything seems fine with your connection, we’ll want to review your settings to ensure everything is configured properly. Here's what you can do:

1. Navigate to the Edit menu and select Preferences.

2. Choose Payments, then Company Preferences.

3. Make sure the boxes under the Online Payments section are ticked.

4. Click OK, then Apply to existing customers.

5. Return to Preferences and go to Send Forms.

6. Under My Preferences, ensure the Use "Plain Text" format for e-mailed invoices box is unchecked.

7. Hit OK.

For more detailed information on sending online invoices, visit this article: Send online invoices in QuickBooks Desktop.

In case you want to personalize your invoices, check out this article for more guidance: Use and customize form templates.

Feel free to keep me posted on how it goes, @rkieffner. I’m here to help you every step of the way. Here’s to a seamless invoicing experience ahead!