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tina37
Level 1

My payment instructions that I type are not showing on invoice

In the section on invoice for payment instructions I am typing my account information for bank transfer but it does not show up in final invoice.
1 Comment 1
Rea_M
Moderator

My payment instructions that I type are not showing on invoice

I can see how the benefit of being able to show Payment Instructions on your final invoices would aid you in running the business with QuickBooks Self-Employed (QBSE), @tina37. That's why I'm here to share a few details about this.

 

For the time being, you're unable to show Payment Instructions on your final invoices in QBSE. We take customer suggestions as opportunities to improve the various features within our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how: 

 

  1. Go to the Invoices menu.
  2. Open a new or existing invoice, then select the Feedback option.
  3. Type in your recommendation in the What did you think? field.
  4. Click NextQBSE Feedback.jpg
  5. Follow the on-screen instructions to complete the process.

 

Also, to further guide you in customizing and processing invoices in QBSE, I'd recommend checking out this article: Create invoices in QuickBooks Self-Employed. It also includes details about setting up online payments so customers can pay you for their invoices electronically.

 

I'm all ears if you have other concerns about creating and customizing invoices in QBSE. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @tina37.

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