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roumena-g-kratch
New Member

Can I set up online payments for customers? I follow the steps: > Invoices > Customize > No options to add online payments. Is there another way to allow online payments?

 
1 Comment 1
FaithA
QuickBooks Team

Can I set up online payments for customers? I follow the steps: > Invoices > Customize > No options to add online payments. Is there another way to allow online payments?

It's great to have you here in the Community, Roumena.

 

I'd be glad to walk you through the steps in setting up online payments for your customers in QuickBooks Self-Employed (QBSE).

 

This feature isn't turned on by default, so let's follow the steps below to allow your customers to pay for their invoices electronically:

 

  1. Go to the Invoices menu and create a new invoice.
  2. Select Create Invoice.
  3. Choose the Set up payments to begin setup.
  4. Follow the steps, then select Activate payments.
  5. After activating payments, select the Credit card or Bank transfer (ACH) toggle to turn on the options. 

 

You can learn more about this process with this helpful article. It contains profound information on invoicing, so feel free to check it out: Create invoices in QuickBooks Self-Employed.

 

Furthermore, here's how to review and download transaction info in QuickBooks Self-Employed: Export transactions and get reports in QuickBooks Self-Employed.

 

If you have more questions on Invoices, don't hesitate to comment on the thread. I'll keep an eye out and will get back to you swiftly. Take care.

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