Question

Client is having issues making payments to a Quick Books invoiceReports that there is no place on the invoice that allows him to payHow do I address this?

Forum|Forum|3 years ago
March 8, 2023
2 replies
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Original commenter did not share additional details

QuickBooks Online

I appreciate you for reaching out to us.

I understand the urgency of resolving the issue with clients unable to pay invoices in QuickBooks Online (QBO). However, I can see there's an ongoing investigation into this matter. Rest assured that our engineers are actively working to resolve this concern.

In the meantime, I recommend contacting our QBO support to be added to the list of impacted customers. This way, you can receive status updates on the investigation through your email.

To do that:

Go to the Help icon and select the Search tab.
Click Contact Us.
Provide a short description of your concern and select Continue.
Choose between Chat with us or Have us call you.

Additionally, you can run reports in QBO so you'll have an overview of how well your company is doing. Also, you may customize them to display only the necessary information relevant to your business needs.

Please don't hesitate to get back to us if you need additional assistance receiving invoice payments. We're here to back you up always. Take care, and have a great day ahead.

P

Pauldoc85

Is there an update on this matter. I've just joined, and I'm feeling underwhelmed by the process after reading about how good it is.

G

GlinetteC

I appreciate you joining our Community space, Paul. Allow me to provide an update about the previous concern in this thread.

To begin with, may I ask if you are referring to the issue where clients can't pay invoices? If so, I'm pleased to inform you that this matter has already been resolved.

However, if you're referring to the PayPal concern, I recommend checking if you've enabled the option to pay electronically:

Navigate to the Gear icon.
Select Accounts and Settings.
Hover to the Sales page.
Locate the Invoice Payments section, then toggle the Accept Payments box.
Click Save, then Done.

If your clients still can't see the payment option, please follow the browser troubleshooting steps my colleague has provided.

Once done, you can check out these articles to learn how to personalize your sales forms and receive invoice payments:

Moreover, did you know you can schedule a free consultation with our QuickBooks Live Expert Assisted? They can help you familiarize QuickBooks Online more and assist you with any questions you might have.

If you're referring to different concerns or have further queries, feel free to reply in this thread, Paul. The Community team will gladly help you.

M

Maroon_Corporate

Hello,

If your customer is having trouble making a payment to a QuickBooks invoice, there are a few steps you can take to address the issue:

Check that the payment options are enabled: In QuickBooks, go to the "Settings" menu and select "Payments." Make sure that the payment options you want to offer (such as credit card, ACH, or PayPal) are enabled.
Resend the invoice: Sometimes, invoices can get lost or overlooked, so it may be helpful to resend the invoice to your customer. To do this, go to the invoice in QuickBooks and select the "Send" button.
Include payment instructions: Make sure that your invoice includes clear instructions on how to make a payment. This may include providing a payment link, specifying which payment options are accepted, and providing contact information for any payment-related questions.
Offer alternative payment options: If your customer is still having trouble making a payment, consider offering alternative payment options, such as a wire transfer or check.
Contact QuickBooks support: If none of these steps work, you may need to contact QuickBooks support for further assistance. They can help troubleshoot any technical issues and provide guidance on how to resolve the problem.

Thanks & Regards

Maroon Corporate Solutions

C

Ceris

Please can you help as my client would like to pay but the account will not receive or action the 'paypal' or credit card button Thanks

I

Ivan_G

Several factors can interrupt the system, making it unavailable to pay invoices online, Ceris. I'm here to lay them out for you and provide instructions on how to fix them.

To begin with, ensure you've enabled the option to pay electronically through the Accounts and settings menu of the Gear icon.

Please know that you need an active Payments account to use this feature. After turning on and setting up everything, resend the invoice.

However, if you have an active account that is already established accordingly, kindly connect with PayPal support or the service provider and check if there is system maintenance on their end. If none, let's go through the browser troubleshooting steps. It can help verify and resolve excessive data build-up that impacts the program's performance.

We can start by resending the invoice and letting your client access the sent invoice through the private browser. Please refer to these shortcut keys that vary by browser type:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + N
Safari: Command + Shift + N

If your client has the option to pay electronically, they'll need to reopen their regular browser and clear its cache and cookies. Doing so eliminates unnecessary data that impacts the system's function and behavior. They can also consider using another supported browser if the problem persists.

You may also check this article once you need to add or remove details on your sales forms and tailor them according to your preference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Your queries matter to us. If you have more questions about accepting payments online or need assistance handling your transactions or reports, tag me on this thread. I'm always prepared to help you promptly.

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