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H
haen6404
October 16, 2024
Question

My client no longer sees the option to "schedule payment"

  • October 16, 2024
  • 1 reply
  • 0 views

I have a client who gets monthly invoices, and she has been using the "schedule payment" option for probably at least a year now. I sent a new invoice this month, and she reports that she no longer has the option to "schedule payment." Is this a setting I somehow changed? Why would this have disappeared for her? How can I get this option back?

1 reply

AlverMarkT
AlverMarkT
October 16, 2024

Hi haen6404. Thank you for providing the details about the issue you're facing. Certain details in your QuickBooks Online (QBO) invoice are causing the schedule payment option to disappear for your client.

 

I'll help you identify and resolve the issue to ensure this feature is available for your client's monthly invoices. 

 

The Payment Date box for scheduling payments disappears if the payment terms are set to Due on receipt or if the total invoice amount exceeds $50,000. To restore this option, consider adjusting the payment terms and ensuring the total amount is under $50,000.

 

Here’s how you can adjust the invoice terms in QuickBooks Online (QBO):

 

  1. Open the invoice that was sent to your client. To help in finding the invoice, you can use the Magnifying glass icon.
  2. Click on Terms. 
  3. Change the terms from Due on receipt to a future date that gives your client enough time to schedule their payment. 
  4. Ensure that the total invoice amount is under $50,000.
  5. Review other details. Then, hit Save and close.

 

Once you’ve made the changes, your customer can schedule their payment, using the same Review and Pay button on the invoice you originally sent via email. I've added a screenshot of the schedule payment option after updating the invoice terms.

 

 

I'm also including articles on how to categorize and match transactions in QBO for future reference:

 

 

We're here in the Community if you have more questions about scheduling client payments in QBO. Our team is committed to offering ongoing support. Take care!

H
haen6404Author
October 16, 2024

Thanks for the reply, but unfortunately that is not the case. The invoice is set to Net30 like all our others. Here's a link to the invoice: 

[Removed]

G
GenmarieM
October 16, 2024

Thanks for getting back here in the Community, @haen6404. I'll provide valuable insights about the missing schedule payment option when your customer attempts to pay an invoice in QuickBooks Online (QBO).

The scheduled payment feature is available for your customers as long as you accept online payments for your invoices. Here are potential reasons why the scheduled payment option might be missing:

 

  •  The invoice is due on receipt.
  • Your customer edits the amount to be paid. It must be for the full amount.
  • The original amount of the invoice is $50,000 or greater.
  • They don’t have an Intuit Account. They can create an Intuit Account to use Schedule Pay.


In your scenario, ensure that your customer is logged into their Intuit account to access the scheduled payment option when paying an invoice.

Moreover, I'm adding this article as your reference in personalizing your sales forms such as invoices, sales receipt and estimates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Thank you for reaching out and expressing your concerns with us, @haen6404. If you encounter any further challenges in locating schedule payment option and managing your invoices in QuickBooks Online (QBO) or if you face any other issues related to the program, please do not hesitate to reach out. Our team is dedicated to providing the assistance and guidance you need to navigate these tasks smoothly.

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