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Jeff-ocens
January 30, 2024
Question

add customer payment method filed to invoices

  • January 30, 2024
  • 1 reply
  • 0 views

We would like to add customer payment method filed to invoices so that all can see the payment method that has been setup for the customer. Is this possible?

1 reply

L
LeizylM
January 31, 2024

I understand the importance of adding the customer payment method field to invoices in QuickBooks Online (QBO), Jeff. 

 

Currently, the option to add a customer payment method field to invoices is unavailable in QBO. However, if you're referring to individual invoices, you can customize them to view the preferred payment method field. 

 

I can see how the functionality to add payment methods to invoices would be beneficial to your business. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

I've added this article about recording customer payments in QBO: Record invoice payments in QuickBooks Online.

 

Drop a reply anytime if you still have questions or concerns about managing invoice payments in QBO. I'll be here to assist you further. Keep safe.

J
Jeff-ocensAuthor
January 31, 2024

Just to be clear... you are saying that there is no way, at this time, to add the field for "Payment Method" to show on the invoice... similar to how I have it sown in the attached mocked up image?

 

 

Candice C
Candice C
January 31, 2024

Hey there, @Jeff-ocens. 

 

Thanks for reaching back out on this thread. 

 

The payment method field doesn't show on the invoice itself in my test account either. However, it does show when you go to record the invoice payment. 

 

Also, if you'd like it to still show on the invoice itself, you can add a custom field to it if you have QuickBooks Advanced version of Online. 

 

If you have any other questions, don't hesitate to ask. I'm only a post away if you need me. Take care! 

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