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fpbinvestor123
March 5, 2019
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Sending an invoice with eCheck payment method

  • March 5, 2019
  • 1 reply
  • 0 views

Hi,

 

I would like to know how to make an invoice with eCheck payment method because I tried to follow step by step instructions at the topic "Process an eCheck or scan check payment" and wasn't able to find this method. I have only check, Credit card and etc. 

Can anyone help and give advice? 
Thank you
Leo

Best answer by KhimG

Hello there, @fpbinvestor123.

 

Thanks for reaching out to us. Allow me to add to this discussion and provide some clarification about sending an invoice with eCheck as a payment method in QuickBooks Online.

 

As per checking the screenshot you provided, you have successfully followed the steps given by @mazar. The Free bank transfer option you’re seeing on your invoice includes both eCheck and ACH payment methods. 

 

You need to enter your customer's bank information and get their authorization to process payments. See Process ACH bank transfers right in QuickBooks for your reference.

 

That should do it. Please touch base with me here if you have any other questions. I’ll be more than happy to help. Take care and enjoy your day!

1 reply

M
mazar
March 5, 2019

Hello,

 

Couple of things...

1. Make sure you select ONLINE INVOICE as the invoice method to send.  Go to your Gear Icon.Account and Settings/Sales/Online Delivery.  Select ONLINE INVOICE (see attached picture)

 

2. Go to your create invoice screen and place a check-mark next to ACH payment.  That will start the process of signing up for a QuickBooks Merchant Account to accept payments.

F
fpbinvestor123Author
March 5, 2019

Thank you for your reply. 

I really appreciate it. 

However, I wasn't able to follow step 2. I attached the screenshot when creating an invoice

K
KhimGAnswer
March 5, 2019

Hello there, @fpbinvestor123.

 

Thanks for reaching out to us. Allow me to add to this discussion and provide some clarification about sending an invoice with eCheck as a payment method in QuickBooks Online.

 

As per checking the screenshot you provided, you have successfully followed the steps given by @mazar. The Free bank transfer option you’re seeing on your invoice includes both eCheck and ACH payment methods. 

 

You need to enter your customer's bank information and get their authorization to process payments. See Process ACH bank transfers right in QuickBooks for your reference.

 

That should do it. Please touch base with me here if you have any other questions. I’ll be more than happy to help. Take care and enjoy your day!

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