Skip to main content
J
jmorris
September 3, 2021
Question

Can I show the payment method on an invoice that has already been paid.? I do not need to create a receipt. The Invoice is already paid.

  • September 3, 2021
  • 1 reply
  • 0 views
This is seems like a really simple thing yet completely absent from QB. Invoice is already paid but it will not let me show the payment method on the invoice. How can I do this?

1 reply

Angelyn_T
Angelyn_T
September 3, 2021

Hi there, jmorris. 

 

You can see the invoice payment method through the payment transaction created. I'll show you how.

 

  1. Open the invoice.
  2. Tap on the payment link under the Paid status to see the payment created.
  3. You can review the payment method under the Payment method section. If you wish to modify it, select another option from the drop-down menu.

 

If you want to add the payment method to your invoice, you can manually input it under the Description column.

 

For more tips about handling your invoices and payment transactions, you can open this article: Record invoice payments in QuickBooks Online.

 

You can also get more tips about handling your sales and other customer entries through this link: Topics about your company's income and customers.

 

If you have any other follow-up questions about an invoice payment method, let me know by adding a comment below. I'm more than happy to help. Keep safe!

J
jmorrisAuthor
September 3, 2021

I appreciate the reply.

I know how to view the payment method within QB however I need a way to auto-generate it on the invoice not manually, thats too time consuming.

I wonder why this is an option for a sales receipt but not for other documents. Speaking of, even though the option is checked for sales receipts, it is not actually showing up in them.

Also "custom fields" when creating one does not show any options to edit, only the name field. I thought I might be able to make a custom field to add the payment method but that feature doesnt seem to be working at all.

MichelleBh
MichelleBh
September 3, 2021

Thanks for the speedy reply, @jmorris.

 

I appreciate the clarification about the payment method. I've here other ways to auto-generate the payment mode on your customer transactions. 

 

The first option is to add a preferred payment method for your customer. This way, the selected mode will auto-generate in the field. Let me guide you on how. 

  1. Go to the Sales tab, then choose Customers. 
  2. Select the appropriate name and click the Edit button. 
  3. Pick Payment and billing, then choose a Preferred payment method in the drop-down. 
  4. To enter the details, click the No credit card information tab.
  5. Tap OK. 
  6. Then, create a sample transaction to see how it works with QuickBooks. 

 

The second option is to create recurring templates for your chosen transaction. 

 

Here's the guide: 

  1. Go to the Gear icon, then choose Recurring Transactions.
  2. Click New, then select the type of transaction to create and tap OK.
  3.  Complete the Template name, Customer, Type, Interval, Payment method, and other fields. 
  4. Click Save template. 

 

For more information, check out this link: Create recurring transactions.

 

In regards to the custom fields that aren't showing up, I'd recommend contacting our technical support. They can investigate your account in a safe place and help you from there as well. 

 

Here's how: 

  1. Go to the Help menu, then click Contact Us. 
  2. Type your concern in the box and tap Let's talk. 
  3. Choose either Get a call or Start a chat. 
  4. Complete the required data and submit the request.

 

Make sure to contact them within business hours to ensure a quick response.

 

Additionally, you can run a Transaction List by Customer report. Then customize it to show the payment method, status, due date, and others. For more details about customizing, visit this article: Run reports in QuickBooks. 

 

Feel free to check out these articles on how to troubleshoot recurring issues and personalize sales forms. 

 

 

I'd be pleased to help if you have other problems with your account. Keep safe during this pandemic.

Terms & ConditionsAccessibility statement