Cstpeter7
Level 1
‎August 12, 2022 03:30 PM

Embedded Credit Card Payment Failure

The embedded credit card payment option keeps failing to be added to my client's email invoices. 

I have to go and edit each one individually after the fact. VERY TIME CONSUMING. It has worked flawlessly until 2 months ago. I double check that my defaults are correctly set to embed the credit card payments and then they get sent out and the credit card payment option fails to embed. However, it will embed the credit card payment option correctly if I send out one individual invoice at a time. I have talked to Quickbooks, done screen sharing, and have not been able to come up with a resolution. I transfer all of my work orders from software called Bluefolder and they arrive in Quickbooks with several work orders bundled in each client's invoice. The invoices arrive in Quickbooks ready to be sent out. I then double check the default payment options to make sure credit card embed option is ON and it is. I send send out a batch of about 50 and when they get sent out, the invoice arrives in my client's email and credit card payment option is no longer turned ON.

Any insight would be appreciated.

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MadelynC
Moderator
Moderator
‎August 12, 2022 04:47 PM

Payments

I'd love to direct you to the best help available so this gets taken care of, @Cstpeter7.


Since your setup is correct, I recommend contacting our technical support once more. One of our experts can pull up your account to check everything up and find more solutions. They can also escalate this issue if necessary.


Before that, check out our support hours. This way, you can connect with us quickly and at a time convenient to you. Then, follow the instructions below:

 

  1. Log in to your QuickBooks Online account.
  2. Select the Help (?) menu.
  3. In the Assistant window, type in “Talk to a human” in the field.
  4. Enter “Credit Card payment option keeps failing to be added to my client's email invoices,” then go to the Contact option.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.


If you'd like to add specific information to your invoices, check out this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.


Moreover, QuickBooks offers ways to create a template for regular transactions and make customers' payments organized and connected from start to finish. For more details, see these resources:

 


Don’t hesitate to leave a message if you have any other questions or concerns besides the credit card payment option. I’ll be here to help. Take care!

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