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