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November 21, 2019
Question

How do you get the payment options to show on invoices? I've set them up and selected them when creating the invoice but then the PDF does not show anything.

  • November 21, 2019
  • 1 reply
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1 reply

November 21, 2019

Hi there, 

 

QuickBooks Online makes it easy for your customers to pay you with credit cards and bank transfers. I'll be happy to share more info about this. 

 

Based on your description, it sounds like you've already set up payments. Let's take a look at sending invoice. I'd like to explain what happens on your end, as well as the customer's end. First, it's important to set a preference to make sure your customers will view the invoice via the Online Invoice portal. To do this, click that gear icon, go to Account and Settings and then choose the Sales tab.

 

From here click on the section titled “Online delivery” and make sure that the check box next to “Attach invoice as PDF” is not checked. We don’t want to attach the invoice because we want to get the recipient to view it in the invoice portal, where they have the option to pay. Here's an image for reference: 

 

 

Try these steps above and let me know if you're still having issues. I'll be on standby in case you need further assistance.