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This isn't the impression that I'd like you to have, markslosberg.
I'm here to share some information about the changes in payment preferences/payment methods.
In these past months, we've rolled out some updates to significantly boost your business. One of them is QuickBooks Online Default payment settings. This new setting allows users to set their preferred payment methods (Credit Card, Bank transfer, or both) when emailing invoices in the program. Additionally, the saved preferred payment methods will apply to all future invoices.
Please know that all newly created QBO Payments accounts will have their Credit Card and ACH options defaulted to ON. You'll also have the flexibility to edit payment methods on individual invoices with the new Edit option. Take a look at my screenshot below:
If you'd like to set your own preferred invoice payment methods for future invoices, you can follow these simple steps:
I've also included that will help you personalize the invoices and sales receipts to enhance your business' brand: Customize Sales Forms.
Do you have any other questions in mind? Just leave them below and I'll take care of them. Stay safe.
Stop trying to surreptitiously sell me things I don’t want. Keep the product consistent and give me one place to turn on and off your fee generators and new paid services so I can choose to do it when I want and not when your marketing team tries to deceive me.
I have already caught and made this change but I shouldn’t have had to. Had I not been paying close attention, that first invoice to an existing client who I have sent many invoices without the fee services would have gone out incorrectly.
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