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tamm
Level 1

-Send 1 invoice at a time via iPhone or Mac, can check boxes for customers to self-pay. -Send multi invoices via Mac, no option to check self-pay? Help?

 
3 Comments 3
jamespaul
QuickBooks Team

-Send 1 invoice at a time via iPhone or Mac, can check boxes for customers to self-pay. -Send multi invoices via Mac, no option to check self-pay? Help?

Hello, tamm.

 

I got your back, and I have just the thing to help you fix the missing self-pay options on the sent invoices. 

 

You'll want to double-check if the payment methods are properly checked in your Account and settings. This might be the reason why the self-pay options aren't available for multiple invoices. 

 

  1. Go to the Gear icon and select Account and Settings.
  2. Open the Sales tab.
  3. In the Invoice Payments section, click Edit.
  4. Check the payment method boxes.
  5. When you're finished, Click Done.

Next, check to see if the online delivery for your invoices is set to Online Invoice. Here's how: 

 

  1. In the Sales tab in your Account and settings, open the Online delivery section.
  2. Select Online invoice under Additional email options for invoices.
  3. Click Save then Done

 

 

After doing the steps above, try sending the invoices to a dummy email address. 

 

If it's still the same, are the invoices created from estimates? If so, we do have a reported issue for the missing self-pay options. Our engineers are working to resolve this as soon as possible. 

 

In the meantime, you'll want to try this workaround to send your invoices with the self-pay options. Take note that this will work with newly created invoices from estimates. For existing invoices, send them one at a time for now. 

 

  1. Go to Sales, then click the Customers tab.
  2. Open a customer's profile.
  3. Find an estimate that isn't invoiced yet, then click Create invoice
  4. Check the payment boxes, then hit Save and send

 

 

 

I'd also suggest reaching out to our support so they can add you to the list of affected users. You'll be receiving email updates from our engineers about the issue. 

 

To reach them: 

 

  1. Click the Help icon, then proceed with the Contact us button.
  2. Enter "Self-pay options aren't available. Affected by issue number INV-48977."
  3. Click Let's talk.
  4. Choose how you want to reach our support. 

Do you have any other things to do in QuickBooks Online? Our articles might be able to help and point you in the right direction. Give them a try here

 

I appreciate your patience while our engineers are working to fix the problem. Please don't hesitate to add any other future concerns for QBO. I'm here to listen and help. Good day ahead. 

tamm
Level 1

-Send 1 invoice at a time via iPhone or Mac, can check boxes for customers to self-pay. -Send multi invoices via Mac, no option to check self-pay? Help?

Thank you for your response.

Your 1st suggestion: There is no Invoice Payments option within the Sales tab - nor anywhere else.

 

Your 2nd suggestion: That was already set up as you recommended.

 

Your 3rd suggestion: This is not a workaround, this is sending invoices out one by one in order to be able to check the self-pay boxes. This is exactly what we have to do now, and there’s a “faster” way to do it.

 

I have reached out to support numerous times as you have suggested, with absolutely NO RESPONSE except for responding they’ll be with me in five minutes. No one has ever contacted me.

 

Added to THE LIST? Good grief!  “I'd also suggest reaching out to our support so they can add you to the list of affected users. You'll be receiving email updates from our engineers about the issue.

 

If this is such a well-known issue, already with a list of QB customers affected, it should be getting fixed ASAP. “Enter "Self-pay options aren't available. Affected by issue number INV-48977."

 

Are you an employee of QB? If so, why aren’t you reaching out to support for me? 

If you are not QB employed, thanks anyway.

 

The level of customer service was never great; not it is absolutely abysmal. 

 

Joesem M
Moderator

-Send 1 invoice at a time via iPhone or Mac, can check boxes for customers to self-pay. -Send multi invoices via Mac, no option to check self-pay? Help?

We are currently investigating this issue and apologize for the inconvenience, @tamm.

 

I'd like to check this for you and get it taken care of myself. However, I won't be able to check your account without asking for sensitive information. I don't want your account information displayed here for security reasons since the Community platform is a public forum.

 

I know you've already called in. However, I still suggest getting in touch with our Customer Care so we can add you to the list and get notification emails as soon as the issue is resolved. A list was created to track the number of affected users. Please refer to the steps provided above on how to contact us.

 

I'm also including, the following links it provides an overview of what happens when you send an invoice to your customers and more insight into the payment deposit schedules and deposit speed for your funds.

 

 

In case you need tips in the future, visit our QuickBooks Help Articles site. 

 

I appreciate your patience and understanding as we continue working toward a resolution. If you have any follow up questions, please let me know. I'm here for you. Have a great day.

 

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