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BeckyV1885
Level 1

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

 
10 Comments 10
Fiat Lux - ASIA
Level 15

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Do you have a QB Payment account or use another payment processor?

Rubielyn_J
QuickBooks Team

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

It's good to see you here, @BeckyV1885. Let me share with you how to enable pay now by credit card/bank payments in QuickBooks.

 

The Pay Now feature allows you to accept payments on invoices by using a debit, credit card, Apply Pay, or bank transfer. This option will be available on your invoices once you turn on and set QuickBooks Payments. 

 

To turn on QuickBooks Payments, follow the steps below:

 

  1. Go to the Gear icon.
  2. Choose Account & Settings under Your Company.
  3. Click Payments.
  4. Select Learn more on the QuickBooks Payments option.
  5. Choose Set Up Payments to get started.
  6. Fill in all the business information including the bank account where you want your customers’ payments to be deposited.
  7. Once done, click the Submit button.

 

By simply following the procedure above, you can now accept payments with the Pay Now button on your invoices. 

 

For reference, you may check out this helpful tutorial on how to set up and use QuickBooks Payments: https://quickbooks.intuit.com/tutorials/lessons/how-to-set-up-and-use-quickbooks-payments/.

 

Additionally, here's a link you can view to learn how to receive customer payments for online invoices and in-person sales.

 

Should you need help managing the payment function in QuickBooks, let me know in the comment section below. I'll be happy to assist you further. Have a good one!

Rubielyn_J
QuickBooks Team

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Hi, @BeckyV1885.

 

Hope you’re doing great. I wanted to see how everything is going about enabling pay now concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

BeckyV1885
Level 1

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

We have already set up a payment account and I have “accept credit cards” and “accept ACH” turned on in the sales tab. However, they still show “off” on the invoices.  I want them automatically to turn on. Is there a way to that?

LieraMarie_A
QuickBooks Team

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Hi there, @BeckyV1885.

 

Every time you send an invoice, you'll have to select the boxes for how you want your customer to be able to pay. 

Capture.PNG

When you send your invoice to your customer, they'll see a link to pay it. They can choose the methods you selected. 
Capture.PNG

 

Each day, QuickBooks combines all of the payments that are processed that day. To check the status, 

  1. Sign in to QuickBooks Online.
  2. Go to the Sales menu and select the Deposits tab.
  3. Select the bank deposit you want to review.

 

To learn more about this process, here are some links:

 

I'm always here if you need any more help about processing automatic payments. Have a great day.

FlorBadio
Level 1

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Hello,

I was trying to set up the payment method but I do not see any edit or a "Learn More" option either.

Please see screenshot below.

 

Please advise,

 

Thank you,

 

FlorBadio

QuickBooks_Payment Option.JPG

 

 

Rea_M
Moderator

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Hello there, @FlorBadio

 

Let me help you set up the payment method for your invoices' online payments in QuickBooks Online (QBO).

 

Based on your screenshot, I can tell that you've already set up your QuickBooks Payments account. You'll see the Learn more option if you haven't set up your account yet. Since you already have one, let's go to the Sales tab in the Account and Settings page to set up your online payment method options. To do this, here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Choose the Sales tab.
  4. Under Invoice payments, select the pencil icon ✎ to edit.
  5. Mark the checkbox for the payment options you want.
  6. When you’re finished, select Save.

 

You can also set your payment options directly on your invoice. To do this, you can check out this article's Set your payment options directly on the invoice section for the detailed steps: Take and process payments in QuickBooks Online. It includes a guide on how you can receive or process payments in QBO.

 

On top of that, I've included this article as your reference to guide you when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

 

That should get you going, @FlorBadio. If you have other concerns about online payments and managing transactions in QBO and QuickBooks Payments, I'm always ready to help. Take care, and I wish you continued success.

ehong33
Level 3

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Same for me too. I do not see any option whatsoever next to the Payment Methods. I had this on previously but only noticed it was off when one of my regular customers asked why I no longer accept credit cards or have a link on my invoices. 

 

PLEASE FIX THIS ASAP!  

MaryLandT
Moderator

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Let me help ensure your customers can pay their invoice online, ehong33.

 

You'll want to make sure the Online invoice is selected from the Account and Settings. That way, your customer will see the Review and pay or Pay invoice option when they open the email.

 

Let me guide you through the steps on how to check this from the settings.

 

  1. Go to Settings ⚙.
  2. Select Account and settings, and select the Sales tab.
  3. Click Online delivery, then select Online invoice from the Email options for invoices drop-down.
  4. Click Save, then Done.

 

Refresh QuickBooks and re-send the invoice to your customer. If they're seeing an error, customers should follow any instructions within the email.

 

If there aren't any steps, we recommend they:

 

  • Clear their web browser cache.
  • Right-click the Review and pay button in the invoice email and copy the URL. Open a web browser and paste the link into the address bar. If the link still doesn't open, try another web browser.
  • Make sure their web browser is up to date.
     

Also, payments works best with these web browsers:

 

 

If customers aren't able to pay invoices online, please contact our QuickBooks Online Live Team. They can create a case to investigate the issue.

 

Thanks for joining this thread. Don't hesitate to leave a comment below if you have additional questions. I'm always right here to help you.

FlorBadio
Level 1

How do I enable the pay now by credit card/bank payment function for all invoices? I am able to manually turn them on for invoices but I want it to be automatic for all.

Hi,

Thank you very much, with this I was able to fix the issue.

Thank you once again.

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