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FG_Kevin
Level 1

How do you automatically turn on Online Payments (Credit Card and Bank Transfer options) upon creation of a new Invoice?

Even if the Invoice Payment settings are turned on to accept both Credit Card and Bank payments, the default upon creation of a new Invoice is still off. They need to be manually turned on.
1 Comment 1
JonpriL
Moderator

How do you automatically turn on Online Payments (Credit Card and Bank Transfer options) upon creation of a new Invoice?

Hello @FG_Kevin,

 

You can turn on online invoicing to help the system determine the payment options available for your customers when creating invoices. Let me show you how.

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Accounts and Settings.
  3. Select Sales.
  4. On the Online delivery section, select the Pencil icon.
  5. Below the Additional email options for invoices menu, select Online invoice.
  6. Select Save.
  7. Click Done.

On top of that, I've also included this reference which you can share with your customers in case you're having issues with payment processing: What to do if customers can't pay their invoices online.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

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