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why do my invoices not have Invoice payments turned on even though I've set them on in Sales Account Settings?
Let me help you turn on the payments feature so you can process invoice payments online, Cody.
With QuickBooks Payments, it allows you to add links to invoices so customers can pay online. Before setting up your company's preferences in the Account and settings, you'll need to have a QuickBooks Payment account first.
Ensure to sign up for QuickBooks Payments. Once done, connect your Payments account to QuickBooks Online. Here's how:
After that, that's the time you can now set up your account settings for invoice payments. To do so, I'll provide the steps again to make sure they are followed accurately:
To give you a clearer overview of the process, you can also check out this article for more details: Take And Process Payments In QuickBooks Online With QuickBooks Payments.
Moreover, you may want to use QuickBooks Checking where your customer payments get deposited, and at the same time use this to save money. Go through this article for your future reference: QuickBooks Checking FAQ.
If there's anything else that you need help with about invoice payments, you can always get back to us anytime. Remember, we're here and ensure everything is taken care of. Have a great day to you!
This instruction was already done exactly as you describe when we set up payments a long time ago. I just went through the process but found everything already set up that way. It therefore does not answer the question of why, if it's set up as you describe, do our invoices all get set up with online payment NOT ON.
Anything else that could possibly causing this????
I can see you having struggle with the invoice payment in QuickBooks Online, CodyStone. I understand you've already turned on the Invoice Payment feature under the Accounts and Settings, there may be a separate setting specifically for invoices that needs to be adjusted. Let's work together and resolve this matter.
Before that, may I know if you receive an error while managing your settings?
Since you've mentioned that the payment setup has already been completed, you can go back to the Sales tab under the Accounts and Settings then selecting the Online Invoice option and checking the Invoice box under the Additional email options for invoices in the Online Delivery section. Please refer to the screenshot below for guidance:
Additionally, navigate to the specific invoice intended for your customer and ensure that the Online Payment option is enabled. You can also click on the Edit menu and select your preferred payment method by adding a checkmark. Refer to the illustration below for visual guidance:
I've got you this link where you can find the complete process of allowing your customers to pay invoice via online payment: Take and process payment in QuickBooks Online with QuickBooks Payment.
You also want to learn the deposit speeds depending on banks, visit this article: Find out when QuickBooks Payments deposits customer payments.
In conclusion, managing invoices in QBO involves ensuring that your payment settings align with your preferences and that the online payment option is enabled for the specific invoices intended for your customers. If you encounter any challenges, don't hesitate to reach out to QuickBooks Community for further assistance.
These people answering questions on behalf of quickbooks must be brain dead.
I'm having the same issue. I have the settings turned on to allow for electric payments, but when I upload invoices via the template they all default to OFF, so I have to go manually turn on each one.
I know reading is hard, but pay attention to details before you try to answer questions.
Please advise.
@ChristineJoieR @MariaSoledadG
Try reading the question this time, and then answer. It helps in providing more quality responses this way.
I can see the importance of this feature on your end, . Let me chime in on this conversation to provide information about invoice payments in QuickBooks Online (QBO).
When using QBO, the system will only rely on the data that has been downloaded from an external source. This is because the mapping does not have an online payment option, and the option to enable this feature is not available when uploading data. Therefore, you will need to manually turn on the online payments option once the invoice has been uploaded.
Moreover, I'm adding this helpful article as your reference in run basic reports in QBO: Run reports in QuickBooks Online.
Don't hesitate to return to this post if you have other concerns about your invoice payments in QBO. I'll be here to lend a hand.
@GenmarieM another useless reply from someone who does not understand what is being asked.
I've checked everything and made sure the settings are as required, but I still cannot turn on Bank Transfer for specific customers. I don't want it on for everyone. I have certain customers that I have to remember to manually turn that option on for with each invoice and sometimes I forget, so it would be nice if this worked. I've read that turning it on once will be saved for each future invoice, but it does not. Once I turn the option on by clicking the button on the invoice, the customer can pay from their end and we get the payment via QBO, but why can't I set this as a default by customer? I check and "online invoice" is turned on as required. When I go to a customer's profile, and select the drop down for "Primary payment method", nothing comes up. Would love it if someone could help with this. Calling customer service has turned into a time drain with people I cannot understand on the phone.
Hi, @gnomedog.
There's an ongoing investigation about being unable to turn on the bank transfer option for invoices in QuickBooks Online. I suggest contacting our support team to be added to the list of affected users.
Since the payment method is missing on the customer's profile, consider adding it manually.
Here's how:
In addition, you can utilize other supported browsers if it still doesn't work.
Also here's an article to guide you on reconciling your accounts: Reconcile.
Hit the Reply button if you need further help with your invoice payments. I'll be around to help.
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