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nrg123
June 1, 2020
Question

How do I send email request for payment with credit card from a customer with opening balance?

  • June 1, 2020
  • 1 reply
  • 0 views

I just started Quickbooks Online version. I setup a customer with an opening balance. I would like to send an email with the "pay now" button to have this opening balance paid via credit card through QB, but it looks like it only wants to send a text email. I did add my banking information to QB. If I create an invoice through QB Online then I can send an email with the pay now button, but what about customers with opening balances that I did not create the original invoice through QB Online? Thanks. 

1 reply

J
JamesM
June 2, 2020

Hi nrg123,

 

Glad to hear from you again. I'm happy you've joined the QB Online version. I'd be happy to help steer you in the right direction.

 

In order to use the Pay Now button you'll have to create an invoice with the opening balance. Since the original invoice wasn't created, I encourage you reach out to an accounting professional to find out the best ways to record the transaction and have it sent out as an invoice. I see my colleague Addie walked you through the process of using the Pay Now button. If you have further questions, don't hesitate to reach out. 

 

Since you're new to QuickBooks Online, check out these helpful tutorials here.  In case you have further questions, don't hesitate to reach out to our support team using this link. 

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