cancel
Showing results for 
Search instead for 
Did you mean: 
outofthechaos
Level 1

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

 
Solved
Best answer December 10, 2019

Best Answers
RenjolynC
QuickBooks Team

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

I have the steps on how we can add the payment options back to your invoices, outofthechaos.

 

It's possible that the Online delivery option is set to HTML or Plain text. Let's check your settings and update it by following these steps:

  1. Click the Gear icon located in the upper right-hand corner, and select Account and Settings under Your Company.
  2. On left of the panel, select Sales.
  3. Scroll down and click the Online delivery option.
  4. From the Additional email options for invoices drop-down menu, choose Online invoice.
  5. Click Save and then Done.

I've added a sample screenshot for your reference:

 

After the steps above, check to see if your QuickBooks Payment is linked in your QuickBooks account. Then, follow these steps to include the payment options in the invoice template:  

  1. Click the Gear icon again and then select Custom Form Styles
  2. Click the Edit link of the invoice template, and then click the Payments tab.
  3. Select the online payment, and then click Done

Please see sample screenshot below:

 

This article includes more details on how to customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm just a few clicks away if you need more help with invoices in QuickBooks Online. Thanks.

View solution in original post

5 Comments 5
RenjolynC
QuickBooks Team

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

I have the steps on how we can add the payment options back to your invoices, outofthechaos.

 

It's possible that the Online delivery option is set to HTML or Plain text. Let's check your settings and update it by following these steps:

  1. Click the Gear icon located in the upper right-hand corner, and select Account and Settings under Your Company.
  2. On left of the panel, select Sales.
  3. Scroll down and click the Online delivery option.
  4. From the Additional email options for invoices drop-down menu, choose Online invoice.
  5. Click Save and then Done.

I've added a sample screenshot for your reference:

 

After the steps above, check to see if your QuickBooks Payment is linked in your QuickBooks account. Then, follow these steps to include the payment options in the invoice template:  

  1. Click the Gear icon again and then select Custom Form Styles
  2. Click the Edit link of the invoice template, and then click the Payments tab.
  3. Select the online payment, and then click Done

Please see sample screenshot below:

 

This article includes more details on how to customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm just a few clicks away if you need more help with invoices in QuickBooks Online. Thanks.

MLC-President
Level 1

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

Thank you for the great instructions and visuals.  However, when I go into my custom forms and invoice template, there is no 'Payments' tab to click on at the top.  I only have the first three 'Design, Content and Emails'. 

Is this a setting I am missing somewhere? 

 

Thanks again

Erika_K
QuickBooks Team

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

Let me clear things out for you, MLC. 

 

The Payments tab on the Custom form styles feature will appear once you've signed up for QuickBooks Payments. Then, you can set up your account to get paid faster and for your customers to pay their invoices online. 

 

To sign up for QuickBooks Payments within your QuickBooks Online (QBO) account, we can:

 

  1. Go to the Gear icon, and then Account and settings.
  2. Select the Payments tab.
  3. Choose Set up payments or Connect account
  4. Follow the onscreen instructions. 

 

Feel free to browse this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online


Also, you can check out this website directly to learn more about QuickBooks Payment's different plans and rates: https://quickbooks.intuit.com/money/see-plans/. 

I'll be adding these resources to help you with managing your invoices and refund customer payments in QBO: 

 

 

I'm still all ears to handle any invoice-related concerns in QBO. Take care always!

Ralius
Level 2

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

I have Payments connected and all payment options turned on in my invoice and customer STILL CANNOT PAY. 

 

"Looking for a way to pay? We can let <business name> Inc. know you’re not sure how."

 

WHAT IS GOING ON I HAVE NEVER HAD THIS PROBLEM BEFORE.

MarkAngeloG
QuickBooks Team

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

Hi there, @Ralius.

 

I can see that everything is set up correctly on your end, yet your customer can still not pay the invoice. Rest assured, I'm here to help you work through this to get things running smoothly again.

 

First, let's confirm the payment options on your Accounts and Settings page. Here's how:

 

  1. Go to the Gear icon and select Accounts and Settings.
  2. Head to the Sales tab and scroll down to the Online Delivery section.
  3. Choose the Online Invoice as your additional email option for invoices.
  4. Click Save.
     
     

    image.png

 

Next, ensure you're using the Modern invoice template. Here's how:

 

  1. Click +New and select Invoice.
  2. Select Manage and go to the Design tab.
  3. Choose the Modern template.

 

You can also consider sharing your invoice link directly with your customer to receive their payments online. While on the invoice creation window, click the Review and Send dropdown button and select Share Link.

image.png

 

After that, consider learning how to check when QuickBooks deposits your customer's payments into your bank account.

 

If you have additional concerns about QuickBooks Online payments, please feel free to reply. We're here to ensure your business needs are fulfilled.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us