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April 12, 2024
Question

Accounts all set up correctly and verified by QB yet multiple customers are unable to make payments.

  • April 12, 2024
  • 1 reply
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1 reply

MsNorthPND18
April 12, 2024

Hello, Vinanthie.

Thank you for reaching out regarding your payment concern in QuickBooks Online (QBO). Let me guide you through setting up your payment method for invoices. 

 

Please ensure that your account is set up correctly to allow customers to pay their invoices online.

 

To change your payment options on your invoices, follow these steps:

 

 1. Go to Settings and click on Account and Settings.

2. Select the Sales tab. Under Invoice Payments, click on Edit and choose the payment options you want. You can also add Payment instructions that will appear on all invoices, even if you use different templates.

5. Click Save to save your changes. Finally, pick on Done to exit the settings menu.

 

I'll add an article for you to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if I can help you with anything else regarding making payment invoices. Comment below, and I'll be glad to answer you.