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I don't want to set up new payment feature for customers on invoices. How do I bypass set up and do my work?

 
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QuickBooks Team

I don't want to set up new payment feature for customers on invoices. How do I bypass set up and do my work?

Hey there, bouldersecurityc.

 

I'm here to help you with setting up manual invoicing in QuickBooks Online.

 

When we go to the Overview tab in the Sales menu, the program will prompt us if we'd like to let our customers pay us with Apple Pay, credit cards, and bank transfer. If you don't want to avail that payment feature, we can just simply click the Not now button to ignore it. You can refer to the steps that I've listed below:

 

  1. Select Sales from the sidebar menu.
  2. Click the Overview tab.
  3. Select Not now from the Set up online and in-person payments section.
  4. Select Not now from the Get paid anywhere section.
  5. Select Not now from the Send an invoice that your customer can pay online section.

Once done, we can now add your customers manually. Here's how:

 

  1. Select Sales from the sidebar menu.
  2. Choose the Customers tab.
  3. Click the Add customer manually button.
  4. Fill in the fields in the Customer Information window. 
  5. Hit Save when you're done.

I've added articles below that will help you in managing your invoices in QuickBooks Online:

Please know that we're open 24/7 here and always ready to help. As always, assistance is just one comment/post away. Stay safe and healthy!

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