Welcome to the Community space!
You can choose how to receive payment on each invoice you send. Changing them on one invoice will only affect the invoice you change and won't affect the company preferences.
There are two ways to change your invoice payment options old invoicing and new invoicing. And I'm here to guide perform the steps.
Here's how to change the payment options on an existing invoice:
- Go to Sales, then select Invoices.
- Find the invoice you want to update, then select Edit.
- In the Online payments section, select Edit.
- Select the payment options you want.
- Select OK.
- Select Save or Save and close.
For payment options with new invoicing:
- Go to Sales, then select Invoices.
- Find the invoice you want to update, then select Edit.
- Select Payment methods.
- Turn the switches on or off for the payment method you want to use.
- Select Save or Save and close.
Moreover, your estimates or invoice will look different whether you have an old or new estimate and invoice experience.
If you want to learn how to check when QuickBooks deposits customer payments into your bank account. You can read through this article: Find out when QuickBooks Payments deposits customer payments.
For additional queries about managing your invoices, don't hesitate to reply to this post or you can post again in the Community. We'll be happy to answer it. Take care and enjoy the rest of your week!
