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theenclavetreasu
Mar 11, 2019 11:04 PM UTC
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When creating a Pledge in a non-profit company, the online payment options are not available when using QBO.What am I missing?

Original commenter did not share additional details
David-212915Answer
Mar 13, 2019 4:44 PM UTC

Thanks for that additional clarification, @theenclavetreasu. I can help with enabling online payment options. 

 

In order for these options to appear, it needs to be sent as an Online pledge. Here's how to enable this:

 

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Click Sales on the left.
  4. Select within Online delivery
  5. Click the drop-down under Additional email options for pledges and choose Online pledge.
  6. Select Save.

I've included a picture to serve as a visual reference:

 

 

Additionally, since you've referenced that this is a non-profit, I recommend the following article: Configure an Account for a Non-Profit Organization.

 

I want to ensure that this is setup for you, so please feel free to let me know how it goes by posting below. 

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5 replies

AlcaeusF
AlcaeusF
Mar 12, 2019 3:27 AM UTC

It's nice to see you here in the Community. @theenclavetreasu.

 

I can share some information about having an online payment option when creating a pledge in QuickBooks Online (QBO).

 

In order for you to have an online payment option, you need to set it up first. Here's how:

 

1. Go to the Gear icon at upper right, then pick Account and Settings under Your Company column.
2. Select the Payments tab on the left panel, then click Learn more. You'll be routed to another page and you'll be asked to sign up from there.

 

 

Once done, you can now see the online payment option when creating a pledge. For your reference, you can check out these articles for more information:

 

 

That should do it. Please let me know how it goes by leaving a comment on this thread. I'd be glad to answer if you have any follow-up questions or concerns. Take care always!

theenclavetreasuAuthor
Mar 13, 2019 3:37 PM UTC

Company has pay-enabled merchant services.

Bank and CC are checked in customized invoices.

Payment option check boxes do not appear on new or edit pledge screens after the member email address field.

 

On another for-profit company screen they are available.

 

David-212915Answer
Mar 13, 2019 4:44 PM UTC

Thanks for that additional clarification, @theenclavetreasu. I can help with enabling online payment options. 

 

In order for these options to appear, it needs to be sent as an Online pledge. Here's how to enable this:

 

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Click Sales on the left.
  4. Select within Online delivery
  5. Click the drop-down under Additional email options for pledges and choose Online pledge.
  6. Select Save.

I've included a picture to serve as a visual reference:

 

 

Additionally, since you've referenced that this is a non-profit, I recommend the following article: Configure an Account for a Non-Profit Organization.

 

I want to ensure that this is setup for you, so please feel free to let me know how it goes by posting below. 

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