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Juvet
June 6, 2020
Solved

Online payments disable for different currency

  • June 6, 2020
  • 2 replies
  • 0 views

Good morning,

 

 I’m using QuickBooks Essentials and I enable multi currency. I created a customer and in Payment and billing tab from Customer information, I select the currency this customer pays me with.. The customer is overseas.

 

But when I create the invoice, the Online payments is  OFF. I click On Edit And check the payment methods I wish, and OK. Same thing, it’s OFF.

How can I fix this?

Thank you for your assistance 

 

Best answer by Angelyn_T

Allow me to share additional insights about this feature, @Juvet.

 

The online payment option is turned off because the client currency is different from the business currency. At this time, you can check out with Synder if you need further assistance in enabling online payments in other currency.

 

If you don't want to subscribe with the third-party application, you can stick to the workaround used by adding the rate of exchange on the Memo field.

 

For additional reference about processing invoices and payments in QuickBooks Online, check out this article: Record invoice payments in QuickBooks Online.

 

If you have any other questions, mention me in the comment section. I'll be ready to pop-in and help. Have a nice day!

2 replies

MariaSoledadG
MariaSoledadG
June 6, 2020

Thanks for reaching out to us, Juvet.

 

You'll have to sign up for QuickBooks Payments so you can create and send an invoice to your customer. Then, this allows them to pay you when they choose Pay Now right from that invoice. Let me walk you through the steps.

  1. Select + New.
  2. Select Invoice.

  3. Select the type of payment you'll accept under Online Payment.

  4. Enter the invoice details, including your customer's email address.
  5. Click Save and send.
  6. Review the invoice in the Send email window. You can add any additional information to the subject line and body of the email.
  7. Select Save and close.

Once done, this will turn on your online payments. 

 

For future reference, you can match transactions in QuickBooks Online (QBO): Add And Match Downloaded Bank Transactions.

 

If there's anything else you need, let me know so I can help.

J
JuvetAuthor
June 6, 2020

@MariaSoledadG Thank you,

 

But let me explain what is my issue.

 

I’m using now QuickBooks Essentials and I enable multi currency. I created a customer and in Payment and billing tab from Customer information, I select the currency this customer pays me with.
But when I create the invoice, the Online payments is OFF. Even if I try to edit the payment methods, it remains OFF.  And this turns OFF as soon as I select the Customer. The customer currency is XAF.
 
 
How to fix this.
MaryLurleenM
MaryLurleenM
June 7, 2020

Hello there, Juvet,

 

You'll want to check out a third-party application to enable this. GoCardless integrates directly into QuickBooks Online.

 

Here's how:

  1. Click Apps on the left pane.
  2. Search GoCardless.

Learn more about GoCardless here: https://gocardless.com/quickbooks/.

 

Feel free to reach out if there's anything else that you need.

Angelyn_T
Angelyn_TAnswer
June 7, 2020

Allow me to share additional insights about this feature, @Juvet.

 

The online payment option is turned off because the client currency is different from the business currency. At this time, you can check out with Synder if you need further assistance in enabling online payments in other currency.

 

If you don't want to subscribe with the third-party application, you can stick to the workaround used by adding the rate of exchange on the Memo field.

 

For additional reference about processing invoices and payments in QuickBooks Online, check out this article: Record invoice payments in QuickBooks Online.

 

If you have any other questions, mention me in the comment section. I'll be ready to pop-in and help. Have a nice day!

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