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eg15
Level 1

Can I generate invoices clients can pay online with Credit Card or PayPal? Can invoice show both options?

Currently I generated a test invoice to a test client - the only options I had was download or view invoice. How do I create an invoice that client can pay online (ideally choose to pay with credit card or PayPal) thank you
2 Comments 2
AbegailS_
QuickBooks Team

Can I generate invoices clients can pay online with Credit Card or PayPal? Can invoice show both options?

Welcome to the Community, @eg15.

 

I'm here to help you today so you can allow your customers to auto-pay their invoices.

 

First, you need to sign up for QuickBooks Payments so you can process customer payments in QuickBooks. With QuickBooks Payments, you can accept credit card, debit, and ACH bank transfer payments.

 

Next, turn on QuickBooks Payments so customers can pay their invoices online.

 

Here's how:

  1. Go to the Invoices menu and create a new invoice.
  2. Choose Customize.
  3. Select the Payments ▼ section.
  4. Tap the Activate payments link and follow the steps.
  5. After you activate payments, select the Credit card or Bank transfer (ACH) toggle to turn on the options.

 

You can also use this article for reference in creating invoice : Create invoices in QuickBooks Self-Employed.

 

Just in case you need some guidance on categorizing your transactions in QBSE, you can read this article: Categorize transactions in QuickBooks Self-Employed

 

Feel free to get back to us if you have additional queries or concerns. I'm always here to help. Have a good one!

 

Fiat Lux - ASIA
Level 15

Can I generate invoices clients can pay online with Credit Card or PayPal? Can invoice show both options?

@eg15 

If you are using QB Online, you can utilize a connector to offer multi payment options on your invoices

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