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genesis_power
October 11, 2021
Question

Is there a way I can set up default payment methods for specific customers so that when I create an invoice it has credit card / ACH payments turned on for them?

  • October 11, 2021
  • 2 replies
  • 0 views
I dont want the payment methods turned on for everyone, just the customers who have indicated that they would like to pay via credit card or ACH

2 replies

R
rvrfrf
October 11, 2021

Thanks for getting in touch with the Community, genesis_power.
 

If you're using QuickBooks Payments, you can choose which payment methods a customer can pay with when creating/sending their invoices.


This data will be saved in your customer's profile, so that when you go to create a new invoice, it will have the same option(s) turned on.
 

In the event you'd like to have preferred payment methods set up for customers, you can do so by editing their profiles.
 

Here's how:

  1. In your left navigation bar, go to Sales, then Customers.
  2. Find the appropriate customer and click their name.
  3. Hit Edit.
  4. Access their Payment and billing tab.
  5. In your Preferred payment method drop-down list, choose + Add new.
  6. Enter the necessary information.
  7. Select Save.

 

You'll also find many detailed resources about using QuickBooks in our help article archives.

 

Please don't hesitate to send a reply if there's any questions. Have an awesome day!

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genesis_powerAuthor
October 11, 2021

I've tried that and it doesn't work. I want the payment method already selected when I start a new invoice for that customer. I've tried selecting a payment option on one invoice then reating another for thae same customer and it doesnt work. I've also added cards and preferred payment methods on file for customers and it still doesnt come up when I create an invoice. 

M
mv32
October 11, 2021

Thanks for adding extra details, @genesis_power.

 

I appreciate you for following my peer's recommendation, and I understand that this would be disappointing. Rest assured, I'll be pointing out a few settings that will make this ability available to your account.

 

In addition, you may need to check your email settings for sales forms. Make sure to choose the Online invoice to enable the option to select a payment method for customers. When you pick HTML or Plain text, the payment method won't be an option for the customer. This may be the reason the payment method doesn't work.

 

Here's how:

  1. Click the Gear icon and then select Account and Settings.
  2. Choose Sales from the left-hand column.
  3. Go to the Online delivery section, then click the Pencil icon.
  4. Choose Online invoice under Additional email options for invoices.
  5. Hit Save.

 

Once done, the payment method option will appear in the new invoice screen.

 

If the payment methods on file for customers don't come up when you create a new invoice, I suggest contacting our QuickBooks Online Support team through chat or call. This way, they can check your account and run some tests to see (through screen-share) and resolve the issue.

 

Feel free to update us with any progress about setting up available customer payment method options. We're always here in the Community to lift and help you soon. Stay safe and healthy!

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Douglas2468
April 25, 2024

I have a similar question - I'd like to set the default for ALL customers to be able to accept credit card & ACH payments. We are set up with QB payments, but we have 200 + customers, and rather of going one by one and setting the toggle switch for each one, is there a way to apply it to all of them? I've already set the "Invoice payments to accept both forms of payment, but it did not apply to all the customers the way I was hoping.

 

Thanks in advance for any suggestions.

D
DebSheenD
April 25, 2024

It's good to see you back here in the Community, @Douglas2468.

I understand how great it would be if you could accept credit card & ACH payments as default to all customers in QuickBooks Online (QBO). However, it is still unavailable. For now, I advise you to provide our software engineers with your feedback. Follow these steps to provide feedback:

 

1. Open your QuickBooks Online account.
2. Go to the Gear icon and select Feedback.
3. Type in your suggestion and click Next.

Additionally, QuickBooks gives you the tools to create personalized and professional-looking sales forms, which can enhance your business communications. For a complete guide on how to do this, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online..

 

Please visit our QuickBooks Community forum if you have other questions about payment methods and managing invoices in QBO. We're always here to help.

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