I hear your feedback and don't want you to experience these challenges, @NSPS.
Let me share ways to have the payment option on the sent invoices. First, ensure your QuickBooks Payments are linked to your QuickBooks Online account. Here's how you can check:
- Go to the Gear icon, then select Account and Settings.
- Select Payments.
- In the "Existing Account" section, check if your QB payment is already linked. If not, connect or link Merchant Service to enable the payment option.
- Then, Select the QuickBooks Payment account you want to connect to. Then select Connect.
- Review the account info and make sure it's accurate. If everything looks good, select Connect.
Once connected, enable the payment options on the invoice to allow your customers to make payments. Please refer to the steps below:
- Go to Sales, then select Invoices.
- Find the invoice you want to update, then click Edit.
- Select the Manage icon, then select Payment options.
- Turn the switches on for the payment method/s you'd want to use.
- Select Save or Review and Send.
You can check this article for further details: Receive and process payments.
When you visit our website and go to the support section, the Community is the only support that's open 24/7. Our chat support team is available throughout the day from Monday to Friday. For phone calls, our support team for Plus, Essentials, and Simple Start is available from Monday - Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT Advanced, any time, any day. You can also directly reach out to support through this link: QuickBooks Online Support.
In addition, we have reports that you might want to pull up so you can track your sales orders that you can use in future tasks. You can view this resource for reference: Run and Customize reports.
Please keep us posted if you have other questions about managing invoices. I'm always here to assist. Take care.
