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Buy nowLet's work together to enable payment options on your invoices so customer can process payments online, cheftodddavies.
With QuickBooks Payments, it allows you to add links to invoices so customers can pay online. Before setting up your company's preferences in the Account and settings, you'll need to connect an active QuickBooks Payment account first.
Once integrated, you can turn on payment options and process payments by following Step 2 outlined in this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.
You may also verify the payment options on your individual invoices are enabled before sending them to your customers. To do this:
Additionally, you can go to the Sales tab from your Accounts and Settings and click on the Online Delivery section. Then, choose the Online Invoice option under the Additional email options for invoices.
To give you a clearer overview on how to help your customers pay the invoices sent, feel free to check this guide: What to do if your customers can't pay their invoices online.
Moreover, you'll want to use QuickBooks Checking where your customer payments get deposited, and at the same time use this to save money. Go through this article for your future reference: QuickBooks Checking FAQ.
I'll be on this thread anytime you require further assistance managing invoice payments in your account. Keep safe and have a good one!
So, the question I want answered is why did this change.
I used to have a link directly on the invoice, why, now, do I need to change something on my end?
Why did you change it???
Let me address your concerns about the recent changes to your invoice layout and the visibility of payment options, Cheftod.
We are continually updating the invoice layout as part of our transition from the old to the new experience. These changes are designed to enhance your invoicing process and make it more efficient.
With QuickBooks Payments, you can now add options like PayPal, Venmo, credit cards, and ACH bank transfers to your invoices, allowing your customers to pay online directly from the invoices you send, which can help you get paid faster.
We have introduced several new features based on customer feedback, such as modern template customizations, easy access to existing templates, and one-click access to receive payments. You can find more details about the updates in this article: See what’s new with estimates and invoices in QuickBooks Online.
By following the steps provided by my colleague above, you can easily turn on these new features and start benefiting from them right away.
We value your feedback for future updates. I encourage you to send your suggestions to our product engineers. You can also track feature requests through the QuickBooks Online Feature Requests website. Here's how you can send your suggestions:
Furthermore, I'd like to share this article as a guide to personalizing your invoices in the new invoice and estimate experience within QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have any further questions or need assistance with payment options on your invoices, please don’t hesitate to reach out through this thread. We're here to help.
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