cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Invoice (PDF) automatic template

Hello,

 

On the PDF version of my invoice sent through quickbooks I want to add a general payment options and information depending on what the customer decides. 

 

How can I add this to a invoice without having to write it in the memo/note section every time? 

1 Comment
Highlighted
QuickBooks Team

Invoice (PDF) automatic template

Welcome to the Community, danielle24.

I can guide you with adding the general payment option on your customers' invoice in QuickBooks Online.

 

At this time, we can only include customer payments methods if you’re signed up for QuickBooks GoPayments. This allows your customers to pay their invoices online (ACH) with their desired payment options. Once you've already signed up, you'll need to enable the online payment option on your QuickBooks.

 

Let me show you how:

  1. Click on the Gear Icon.
  2. Under Your Company, select on Accounts and Settings.
  3. Click on Payments.
  4. Click on Learn more besides QuickBooks Payments.

 

From there, you can enter the information needed for your customers’ payments.

For detailed instructions about this process, please refer to this article: https://quickbooks.intuit.com/tutorials/lessons/how-to-set-up-and-use-quickbooks-payments/.

 

There you have it, danielle24. Your customers can now select there desired payment option when paying their invoices.

 

Please let me know if you have any questions about these steps or anything about QuickBooks.  Have a wonderful day.

Need to get in touch?

Contact us