Thanks for getting back with the Community, tlester3672. I appreciate your detailed information.
You can turn on your Pay Now button by activating payments for all customers or specific customers.
Here's how to turn on online payments for all customers:
- In the top menu bar, go to Edit, then Preferences.
- Access your Payments screen and open its Company Preferences tab.
- From the Online Payments section, choose which payment methods you want to make available for all customers, then click OK.
- Select Apply to existing customers.
Here's how to turn on online payments for specific customers:
- In your top menu bar, go to Customers, then Customer Center.
- Find the customer and use their Edit icon.
- Open Payment Settings.
- From your Online Payments section, pick which payment options you want to make available to the customer.
- Select OK.
Now you'll be able to email invoices to customers with a Pay Now button on them.
If you keep having to alter these settings after each import to make your imported invoices display a Pay Now button, I'd recommend getting in touch with the support team at Zed Systems to see if something with Zed Axis is causing it to occur. Detailed steps for contacting them can be found on their website.
In the event they confirm it's nothing from your Zed Axis import causing the Pay Now button to not display on your imported invoices, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.
Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!
