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I want to enable a credit card payment for an existing invoice, but I'm not seeing an option to "save and send." Can anyone suggest what I need to do to save this option?

 
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I want to enable a credit card payment for an existing invoice, but I'm not seeing an option to "save and send." Can anyone suggest what I need to do to save this option?

Hi @renaseltzer1,

 

Great question!  If you have a merchant account connected to your QuickBooks Online, you may need to turn on e-invoicing, if it's not on already.  Here's how:

  1. Go to Settings ⚙, then select Account and Settings.
  2. Select the Sales tab. Go to the “Online delivery” section, then select Edit ✎.
  3. From the Additional email options for invoices ▼ drop-down menu, select Online invoice.
  4. (Optional) Set other email options for your sales forms:
    • Show a short summary or full details in the email
    • Attach a PDF file
  5. Select Save, then Done.

Let me know if that works or if you still don't have the option to save and send.

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