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sam95
Level 2

Can I add the option to add online payments to invoices that are already made in a batch?

My company recently added being able to add accept online payments through QuickBooks GoPayment. Can I allow online payments for all invoices that are already made? Or do I have to go in individually for each?
4 Comments 4
Ashley H
QuickBooks Team

Can I add the option to add online payments to invoices that are already made in a batch?

Thanks for reaching out to the Community for assistance, @sam95.

 

I'm here to help you add online payments to your invoices in QuickBooks Online.

 

Since QuickBooks Online won't retroactively add the option for customers to pay online, you'll have to delete the previous invoices to create new invoices with the online payment. I recommend gathering all the necessary information from those invoices before deleting them. Here's how you can create an online invoice:

 

  1. Press on the + New button and select Invoice.
  2. Choose the customer from the Customer drop-down and make sure their email address in the Email field.
  3. Go to the Online payments section and review the payment options available.
  4. If you want to change the payment options, click on Edit or mark the checkbox for the options you want to make available.
  5. When you're finished, hit Save and send.

 

To learn more about online invoices in QuickBooks Online, you can refer to this Community article: Send online invoices in QuickBooks Online.

 

If you need anything else, please feel free and leave a comment below. I'm always happy to help. Have a safe weekend ahead.

sam95
Level 2

Can I add the option to add online payments to invoices that are already made in a batch?

Thank you for the help!

sam95
Level 2

Can I add the option to add online payments to invoices that are already made in a batch?

Thank you for the help. I have a semi-related question. What is a "donor type?" Can that be used to separate campaigns? If not, what's the best way to do that?

Fiat Lux - ASIA
Level 15

Can I add the option to add online payments to invoices that are already made in a batch?

@sam95 

You may explore this workaround. Export your invoice data to XLS, change the status of payment option from N to Y, and reimport it back into your QBO. Make sure to overwrite the data to avoid any duplication.

https:// transactionpro.grsm.io/qbo

 

The template should be like this

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON
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