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Samity Calamity
June 5, 2024
Question

Concern with the payment options missing on invoices

  • June 5, 2024
  • 1 reply
  • 0 views
as seen online....many of us have the same problem.    Invoices go out and the customer has no way to pay, the links to payments are missing....QB knows about this problem, but has not shared a solution....and days have gone by with no way to pay...PRIORITY FIX please!

1 reply

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IrishNinoJ
June 5, 2024

Hello there, Samity. Let me share some information about missing payment options on your customer's invoices.

 

Please know that payment processing is an add-on through QuickBooks Payments. 

 

To have this option, you can consider signing up for QuickBooks Payments. If you have one, you'll need to turn it on so your customers can pay directly from an invoice. Click this article to learn more: Turn on online invoice payments in QuickBooks Online.

 

If you don't have one yet, you can check out this article: Sign up for QuickBooks Payments.

 

You can also visit this link 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 you have further questions besides missing payment options in QuickBooks Online. We're here to assist you 24/7.

TS Delaney
TS Delaney
July 12, 2024

Hello, we have Quickbooks payments and have been collecting ACH and CC payments via QB for years.  Over the last few months, several invoices go out without the payment options but not all.  This causes payment delay, customers to ignore invoices, and double working for admins and sales managers.  

 

Is this an identified bug?  Is there a timeline for a fix?

A
Anonymous
July 12, 2024

Let me help you turn on the payments feature so that your customers can pay directly from an invoice in QuickBooks Online (QBO), @TS Delaney.

 

You can connect an existing Payments account to QuickBooks Online so your customers can pay for their invoices online.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account 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.

 

Now your accounts are connected. You can turn on payment options and process payments by following Step 2 in this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

If the issue persists after these troubleshooting steps, I recommend contacting QuickBooks Online Support. They have the essential tools and expertise to assess your account, particularly if your customers can't pay their invoices online.

 

Moreover, you can check out this article for future reference about how to personalize your invoices based on your business needs: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if there's anything else that you need help with managing your invoices. Don't hesitate to reach us you can always get back to us anytime. 

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