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blanfear
January 13, 2024
Solved

Quick books desktop pro 2023 statements question

  • January 13, 2024
  • 1 reply
  • 0 views

I've been sending invoices by e-mail so customers can pay online.

I emailed a statement so the past due payments would show.  

Customer contacted me and said there is no place to click on to pay online.

I checked my sent box and sure enough it doesn't have a place to click on and pay online.

Thanks ahead of time for any help here.

Best answer by MelroseV

Hello there, blanfear.

 

When making online payments, you'll need QuickBooks Payments for your customers to pay their invoices seamlessly. If you already have an account with QuickBooks Payment, we can connect it to QuickBooks Online and turn on the online payment feature. However, if you don't, you can sign up for one.

 

Here's how:

  1. Go to Edit, then select Preferences.
  2. Click Payments.
  3. Select the Company Preferences tab.
  4. In the Online Payments section, click the payment methods you want to make available to all customers.
  5. Select OK and Apply to existing customers.

You can check this article for more information: Send online invoices in QuickBooks Desktop.


Additionally, here's a reference that you can use in recording and receiving your customer's payments:
Record invoice payments in QuickBooks Online

Keep me updated in the comments if you have further questions about your invoices in QuickBooks Online. I'm just a reply away. Keep safe and have a good one.

 

1 reply

M
MelroseVAnswer
January 13, 2024

Hello there, blanfear.

 

When making online payments, you'll need QuickBooks Payments for your customers to pay their invoices seamlessly. If you already have an account with QuickBooks Payment, we can connect it to QuickBooks Online and turn on the online payment feature. However, if you don't, you can sign up for one.

 

Here's how:

  1. Go to Edit, then select Preferences.
  2. Click Payments.
  3. Select the Company Preferences tab.
  4. In the Online Payments section, click the payment methods you want to make available to all customers.
  5. Select OK and Apply to existing customers.

You can check this article for more information: Send online invoices in QuickBooks Desktop.


Additionally, here's a reference that you can use in recording and receiving your customer's payments:
Record invoice payments in QuickBooks Online

Keep me updated in the comments if you have further questions about your invoices in QuickBooks Online. I'm just a reply away. Keep safe and have a good one.

 

    B
    blanfearAuthor
    January 13, 2024

    Thank you so much for your help!  Highly appreciate it!  

    A
    AileneA
    January 14, 2024

    You're welcome, blanfear.

     

    I'm glad to hear that the solution provided by my colleague successfully helped you. As your Community expert, I understand the importance of timely and effective support, and I am glad you received the help you needed from the Community. 

     

    Please know that you are always welcome to post any questions, clarifications, or concerns here, and the Community members and I will do our best to provide you with the necessary assistance. Thank you for your trust and confidence in our services, and have a wonderful day!

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