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harperindustries
Level 1

Is there an issue with accepting payments (credit card and ACH) online from customers?

We have received online payments before, but now the option does not appear in emails sent to customers, nor does it appear on the invoice when I create or edit it.  In "Payments" in my Account & Settings, I cannot edit the "Payment Methods" section.  Please help.
7 Comments 7
Bryan_M
QuickBooks Team

Is there an issue with accepting payments (credit card and ACH) online from customers?

Thank you for posting in the Community, @harperindustries.


Let me share some information with you.

 

Sometimes, the payment options don't appear in emails sent to customers, because the Online payment section doesn't have a checkmark.


 

Make sure that you're the admin if you're going to change and edit the payment method of your customer.
 

If the issue still persists, you can try using a private browser in editing the payment method. Sometimes, stored history in a regular browser might have caused the issue of the program.

You can use these keyboards for shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N
     

Once signed in, try editing the payment methods, if it is working. I recommend clearing your browser's cache, you can check this link clear cache and cookies to fix issues when using QuickBooks Online to clear the website preferences that have caused the issue.
 

If not, you can check other supported engines to see what computer and browser are needed for the best experience when using QuickBooks.

 

I'll add an article here to learn how to accept electronic payments for online invoices and in-person sales: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

For any additional concerns about being unable to edit payment methods, you can always comment below. I'll just be here keeping an eye on any of your concerns. Thank you and have a great day!

harperindustries
Level 1

Is there an issue with accepting payments (credit card and ACH) online from customers?

Hi Bryan,

 

Thank you for the quick response.  In the image that you included, on my invoice, that option no longer appears there.  I've tried logging in  with a private browser, as well as different browsers and it's the same. I've also cleared the cache.  I'm not sure what else to do.

Bryan_M
QuickBooks Team

Is there an issue with accepting payments (credit card and ACH) online from customers?

Hey there, @harperindustries.

I appreciate you for taking the time in performing the steps. 

Right now, can you double-check if the invoice payments were turned on successfully?

 

You can follow the steps through this link: Take and process payments in QuickBooks Online with QuickBooks Payments.

Once done, if the payment option still doesn't appear. I recommend contacting our support.

 

They have the resources to review your concern about not seeing your payment options in making and sending invoices to your customer.

 

Here's how to contact support:

 

  1. On the upper right corner near the magnifying glass click Help (?).
  2. Select the Search tab.
  3. Enter your specific concern.
  4. Click the Contact Us button below.
  5. Choose either Chat or Callback.

Our support hours start from Monday to Friday 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT.

 

If want to learn how long it takes to get customer payments in your bank account after you process them, you can read through this article: Find out when QuickBooks Payments deposits customer payments.

 

Don't hesitate to reach us back or leave a reply if you need further assistance with editing the customer's payment method. I'll gladly help you anytime. Keep safe.

ddabber
Level 1

Is there an issue with accepting payments (credit card and ACH) online from customers?

I had this same issue, but found that Account and Settings > Sales > Online Delivery setting was driving whether or not the payment options would show.  It seems that you have to select Online Invoice for it to show.  I previously had HTML selected and it didn't work.

ddabber
Level 1

Is there an issue with accepting payments (credit card and ACH) online from customers?

I had this same issue, but found that Account and Settings > Sales > Online Delivery setting was driving whether or not the payment options would show.  It seems that you have to select Online Invoice for it to show.  I previously had HTML selected and it didn't work.

sannyc
Level 1

Is there an issue with accepting payments (credit card and ACH) online from customers?

Thanks , it's been 6 month , lot of call with quickbooks and no answer. You made my day !!!!

ftwdb
Level 1

Is there an issue with accepting payments (credit card and ACH) online from customers?

The FACT it took me 1.5 hours to find this solution is stupid. I'm sure there are lot of businesses trying to figure out why a customer can no longer charge a payment online because of the HTML option. Get it together. 

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