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CodyStone
December 10, 2023
Question

why do my invoices not have Invoice payments turned on even though I've set them on in Sales Account Settings

  • December 10, 2023
  • 1 reply
  • 0 views

why do my invoices not have Invoice payments turned on even though I've set them on in Sales Account Settings?

    1 reply

    MariaSoledadG
    MariaSoledadG
    December 10, 2023

    Let me help you turn on the payments feature so you can process invoice payments online, Cody.

     

    With QuickBooks Payments, it allows you to add links to invoices so customers can pay online. Before setting up your company's preferences in the Account and settings, you'll need to have a QuickBooks Payment account first.

     

    Ensure to sign up for QuickBooks Payments. Once done, connect your Payments account to QuickBooks Online. Here's how:

     

    1. Sign in to QuickBooks Online as an admin.
    2. Go to the Gear ⚙ icon, then select Account and settings.
    3. Choose Payments.
    4. In the Existing account section, click Connect or Link Merchant Service.
    5. Select the QuickBooks Payment account you want to connect to. Then Connect.
    6. Review the account info and make sure it's accurate. If everything looks good, press Connect.
    7. When the connection is finished, sign out and sign back into QuickBooks Online.

     

    After that, that's the time you can now set up your account settings for invoice payments. To do so, I'll provide the steps again to make sure they are followed accurately:

     

    1. Go to the Gear ⚙ icon, then select Account and settings.
    2. Select the Sales tab.
    3. Under Invoice payments, click Edit, then choose the payment options you want. You can also enter Payment instructions. They will show on all invoices regardless of the template, when payments are enabled.
    4. Hit Save and Done.

     

    To give you a clearer overview of the process, you can also check out this article for more details: Take And Process Payments In QuickBooks Online With QuickBooks Payments.

     

    Moreover, you may want to use QuickBooks Checking where your customer payments get deposited, and at the same time use this to save money. Go through this article for your future reference: QuickBooks Checking FAQ.

     

    If there's anything else that you need help with about invoice payments, you can always get back to us anytime. Remember, we're here and ensure everything is taken care of. Have a great day to you!

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    CodyStoneAuthor
    December 11, 2023

    This instruction was already done exactly as you describe when we set up payments a long time ago.  I just went through the process but found everything already set up that way.  It therefore does not answer the question of why, if it's set up as you describe, do our invoices all get set up with online payment NOT ON.  

     

    Anything else that could possibly causing this????

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      ChristineJoieR
      December 11, 2023

      I can see you having struggle with the invoice payment in QuickBooks Online, CodyStone. I understand you've already turned on the Invoice Payment feature under the Accounts and Settings, there may be a separate setting specifically for invoices that needs to be adjusted. Let's work together and resolve this matter.

       

      Before that, may I know if you receive an error while managing your settings?

       

      Since you've mentioned that the payment setup has already been completed, you can go back to the Sales tab under the Accounts and Settings then selecting the Online Invoice option and checking the Invoice box under the Additional email options for invoices in the Online Delivery section. Please refer to the screenshot below for guidance:

       

       

      Additionally, navigate to the specific invoice intended for your customer and ensure that the Online Payment option is enabled. You can also click on the Edit menu and select your preferred payment method by adding a checkmark. Refer to the illustration below for visual guidance: 

       

       

      I've got you this link where you can find the complete process of allowing your customers to pay invoice via online payment: Take and process payment in QuickBooks Online with QuickBooks Payment.

       

      You also want to learn the deposit speeds depending on banks, visit this article: Find out when QuickBooks Payments deposits customer payments.

       

      In conclusion, managing invoices in QBO involves ensuring that your payment settings align with your preferences and that the online payment option is enabled for the specific invoices intended for your customers. If you encounter any challenges, don't hesitate to reach out to QuickBooks Community for further assistance.

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