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slaterskins-gmai
Level 1

How can I send invoices and have the customer fill out the payment and shipping address information

 
2 Comments 2
ReymondO
QuickBooks Team

How can I send invoices and have the customer fill out the payment and shipping address information

Good day, @slaterskins-gmai.

 

Once you send invoices, your customers won't have the option to fill out the shipping address. Although, they can enter their payment information from the page. 

 

To send emailed invoices, simply click Save and send after creating the transaction. Let's also make sure to enter the correct customer email address. That way, they will be able to see the invoice and pay it. 

 

You can also personally enter their shipping address inside QuickBooks. Simply go to the Customer Information window and add it from there. Let me show you how:

 

  1. Go to Sales and select Customers.
  2. Click the name of the customer, then select Edit.
  3. From the Address section, enter their shipping address. You can also check the box if their shipping address is the same from their billing address.
  4. Select Save

 

If you use QuickBooks Payments, customers can pay their invoices directly by credit card or ACH transfer. We process and handle everything for you. When you get paid, QuickBooks puts transactions into the correct accounts.

 

We’ll also give you info on how customers can pay their invoices online if you have QuickBooks payments. Or else, how to handle things if you use an external payment processing platform.

 

For additional guidelines in handling customer payments, check out this article: Record invoice payments in QuickBooks Online

 

Please know that our doors are always open to help you with any QuickBooks-related concerns. Take care and enjoy the day!

ReymondO
QuickBooks Team

How can I send invoices and have the customer fill out the payment and shipping address information

Hi @slaterskins-gmai

Hope you’re doing great. I wanted to see how everything is going about the invoice concern you had the other day. Was it resolved?

Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

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