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Can't send e-invoices with the pay button, when I try to send on Outlook I don't see the button, only have this problem with 1 customer

 
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Best answer May 07, 2020

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QuickBooks Team

Can't send e-invoices with the pay button, when I try to send on Outlook I don't see the button, only have this problem with 1 customer

Hi @idamar1,

 

I'll walk you through the steps to ensure your customer can pay your invoices through QuickBooks Payments. 

 

Here's how:

 

  1. Go to the Customers menu 
  2. Select Customer Center.
  3. Search for the customer in question.
  4. Tap the Edit icon on edit their profile.
  5. Hit Payment Settings.
  6. In the Online Payments section, select the payment options you want to make available to this customer. 
  7. Click OK when done.

Additional details on sending e-invoices in QuickBooks Desktop can be found here: Send online invoices in QuickBooks Desktop.

 

In case your Outlook no longer appears as an option in the Send Forms page, check out this article: Fix Outlook is missing in send forms preferences. It lists possible reasons why you have that issue, as well as different solutions you can take. 

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you. 

View solution in original post

1 Comment 1
Highlighted
QuickBooks Team

Can't send e-invoices with the pay button, when I try to send on Outlook I don't see the button, only have this problem with 1 customer

Hi @idamar1,

 

I'll walk you through the steps to ensure your customer can pay your invoices through QuickBooks Payments. 

 

Here's how:

 

  1. Go to the Customers menu 
  2. Select Customer Center.
  3. Search for the customer in question.
  4. Tap the Edit icon on edit their profile.
  5. Hit Payment Settings.
  6. In the Online Payments section, select the payment options you want to make available to this customer. 
  7. Click OK when done.

Additional details on sending e-invoices in QuickBooks Desktop can be found here: Send online invoices in QuickBooks Desktop.

 

In case your Outlook no longer appears as an option in the Send Forms page, check out this article: Fix Outlook is missing in send forms preferences. It lists possible reasons why you have that issue, as well as different solutions you can take. 

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you. 

View solution in original post

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