invoice not showing payment details

Let me provide you with insights into payment details in QuickBooks Online, johnny23.

First off, it is important to note that invoices do not include payment details, as they are issued prior to receiving payment to request compensation for goods or services. To view the payment details, you need to receive payment first. This will allow you to access the payment information by going to View activity.

Here's how:

1. Go to Sales, then Invoices.
   
   
2. Filter the Status as Deposited.
   
   
3. Choose the transaction and click the dropdown arrow.
4. Hit View activity, then View payment #.
   
   
5. From there, you can see the invoice/s link to that payment.
   
   

Additionally, you can generate an accounts receivable aging report for an overview of your customer's outstanding balances.

I'll keep this thread open if you have other concerns or questions regarding invoices in QuickBooks Online. The Community has your back always!

Thanks for your reply 

I didn't explain correctly. On my invoices I have my personal bank details as part of the template content but the customers are not seeing this content when the invoice is sent. even though it is present on a 'print preview' and looks ok on my end. Customer receives blank content 

Please help

. thanks 

Thank you for your prompt reply, johnny23. A technical problem might be the reason the bank details aren't appearing on your customers’ invoices. Let’s go through some steps to resolve this.

Since the bank information appears when you use the print preview for the invoices but your customer receives blank content, I suggest having them access the email via a private browser. This will help us identify if the issue is related to browser cache.

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

Then, let them open the invoice again. If it works just fine, I recommend clearing the cache of their regular browser so they can access QuickBooks with a clean slate. They can also use a different supported one.

You can attempt sending an invoice with your personal information to yourself or to an alternate email address that you control. This can help check if the problem is consistent across different recipients.

Additionally, you may want to check this link to verify the bank details you’ve included in the Custom form styles:  Adding bank details to your invoices.

Furthermore, I'll provide these links that will assist you in receiving customer payments and attributing them to the correct accounts in QuickBooks:

• Record invoice payments in QuickBooks Online
• Record and make bank deposits in QuickBooks Online

If you have inquiries regarding invoices or any other issues related to QuickBooks, please feel free to reach out through this thread. We are here to help.