Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results forΒ
You can add it on the default message section or add a custom field for your e-transfer email information, @Telford5. We'll share more details below to help you choose the best way to handle this situation in QuickBooks Online (QBO).I
n QBO, you can create a custom invoice template and modify it to include e-transfer email details so you won't have to manually enter them every time you create a customer invoice. Here's how:
For visual reference see the screenshot below.
To use the template, you can refer to this page for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Another way to handle e-transfer email details is to create a custom field intended for the e-transfer details. This way, you'll have an extra field specifically made for the e-transfer email information that your customer can utilize. See this article to learn more: Add custom fields to sales forms and purchase orders in QuickBooks Online.
Please let us know in the comment section if you have further questions about the program or require assistance managing customer payments in QuickBooks. Weβll respond as soon as possible to resolve your inquiries.