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ssprinting
Level 1

Is there any way to add a pay button option to a statement. I have customers with several invoices on one statement and they just want to click and pay one time.

 
2 Comments 2
FaithA
QuickBooks Team

Is there any way to add a pay button option to a statement. I have customers with several invoices on one statement and they just want to click and pay one time.

Hey there, Ssprinting! I have some helpful information about having your customers to make a one-time payment after receiving a customer statement.

 

First, it's essential to understand that customer statements act as a record of multiple transactions your customer has agreed to pay for, while invoices are related to specific transactions. In QuickBooks Online (QBO), customers have the option to pay after receiving the invoices.

 

Although there isn't a direct way for customers to make a one-time payment after receiving a customer statement, you can send individual invoices and have them make a payment by clicking on the pay button option manually.

 

We highly value your feedback to improve our services and meet your business needs. Please share your thoughts with us to enhance your overall experience in QBO:

 

  1. Go to the Gear icon, located at the top right corner.
  2. Select Feedback.
  3. Enter your suggestions/comments and click Submit.

 

In addition, you might want to visit our QuickBooks Blog for the latest innovations and product news.

 

What's more, if you want to personalize the appearance and layout of your sales forms here's an article to help you: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

We're always here to ensure that your voices are heard. Please come back to this thread anytime if you require more assistance with customer statements. I'll be on the lookout for your replies in the comments.

On Beta
Level 4

Is there any way to add a pay button option to a statement. I have customers with several invoices on one statement and they just want to click and pay one time.

@ssprinting 

You can ask your client to sign up for a free billing payment app as a workaround to combine your invoices as a single payment. They can pay all invoices for free via ACH and you can also receive the payment for free via ACH. The only downside is that you have to manually reconcile your invoices later.

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