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It’s nice to see you in the Community, mark157.
May I know if you’re using QuickBooks Payments or accepting payments manually? When sending an invoice, both features don’t include written payment instructions.
If you’ve subscribed to our Merchant Services feature, customers can pay for an invoice by credit card or ACH bank transfer. All they have to do is follow the Pay invoice link in the email. This will open another page where they can input the transactions.
Check out the Take and process payments in QuickBooks Online article. It outlines the instructions on how to sign up or connect an existing QuickBooks Payments account as well as steps to accept customer payments.
For manual payments, you can use the Body field box on the Send email page to enter the directions or use the Message on invoice field box. This way, your client will know how to pay the transaction.
Let me share the Record invoice payments in QuickBooks Online. It contains steps on how to categorize and receive customer transactions.
Keep me posted if you have any other concerns or questions. I’ll be right here to answer them for you. Enjoy the rest of the day.
