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rodolfo-rivera40
Level 1

How to change payment instructions

on the invoive
1 Comment 1
Archie_B
QuickBooks Team

How to change payment instructions

Welcome to the Community, rodolfo. Having accurate information when sending sales forms to your customer is essential, especially when you let your clients process their payments. I'll show you how to modify your payment instructions in QuickBooks Online.

 

To change the payment instruction for your invoice, you can follow these steps:

 

  1. Log in to your QuickBooks Online.
  2. Go to Settings or the Gear icon.
  3. Choose Account and settings.
  4. Select Sales tab.
  5. Click the Edit icon in the Invoice payment section.
  6. Change the Payment Instruction.
  7. Hit Save, then Done.

 

If you need more information about recording customer payments, feel free to visit this link: Record invoice payments in QuickBooks Online.

 

I've included this additional resource in case you'd like to know how to personalise your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Your great attention to details is commendable, rodolfo. Let me know if you have other concerns or questions about payment processing in the comment section below. I'd be glad to assist.