In Quickbooks Online I would like to only offer credit card payment option to a few of my customers. How do I set that up?

support80 · ‎October 02, 2022

It looks like that should be possible in either the customer edit or in the invoice edit options screens, but the screen doesn't work to make the changes. QB Desktop allowed this setting to be customer specific.

Mich_S · ‎October 02, 2022

You're in the right place for help, @support80. I'll show you how to handle your customer's payment method on invoices.

Simply go to your customer's profile and choose the preferred payment option for them. This way, the invoice will only display the credit card payment option. Here's how:

Open the Sales menu.
Go to the Customers tab.
Locate and click on the customer that you're working with.
Click on the Edit button.
Scroll down until Payments section.
Select Credit Card under Primary payment method.
Click on Save.

That should do it! If everything is in order and you'd like to personalize invoices and other sales forms, see this guide for the steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please comment back so we can help you further with invoices or QuickBooks in general. We'll do our best to assist as soon as we can. Have a great start of the week!

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Mich_S · ‎October 02, 2022

You're in the right place for help, @support80. I'll show you how to handle your customer's payment method on invoices.

Simply go to your customer's profile and choose the preferred payment option for them. This way, the invoice will only display the credit card payment option. Here's how:

Open the Sales menu.
Go to the Customers tab.
Locate and click on the customer that you're working with.
Click on the Edit button.
Scroll down until Payments section.
Select Credit Card under Primary payment method.
Click on Save.

That should do it! If everything is in order and you'd like to personalize invoices and other sales forms, see this guide for the steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please comment back so we can help you further with invoices or QuickBooks in general. We'll do our best to assist as soon as we can. Have a great start of the week!

Smpco · ‎February 26, 2024

I just tried that and after selecting credit card as the preferred method of payment it still doesn’t give that option automatically next time I make an invoice for this customer. I too want to give certain customers the credit card payment option but not all of my customers. Is this possible without selecting each time? I have hundreds of customers so it’s not easy to remember who prefers cc payment.

CamelleT · ‎February 26, 2024

I'll share information about selecting payment methods in QuickBooks Online, Smpco.

Automatically sending invoices without choosing the payment method each time is a great idea. However, this option is currently unavailable. Even if you've set up your primary payment method as a credit card or another type of payment, when creating an invoice, you'll still need to select either debit or credit. I recommend sending your comment about this to our product engineers. Here's how:

Click the Gear icon, then Feedback.
Enter your comments or product suggestions. Then select Next to submit.

Moreover, I'll add this article to help you update a customer's billing information: Edit a customer's credit card information in QuickBooks Online.

Hit reply if you have follow-up questions about managing your invoice payment methods. I'll be around to assist. Have a great day!

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In Quickbooks Online I would like to only offer credit card payment option to a few of my customers. How do I set that up?