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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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MadelynC
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I’m here to share a way so your customers can send their payments, @userservice2.

 

I know how useful online payment is. As of the moment, the feature is available in the United States and Canada QuickBooks Online account only.

 

Since you’re using a global QBO account, you may consider adding your account number in the sales form. This way, your customers can send payments electronically. You can follow the instructions below to do it:

 

  1. Go to the Gear icon.
  2. Select Custom form styles under You Company
  3. Choose the template you’re using, and then hit Edit.
  4. Click the Content tab.
  5. Select the pencil icon in the last part of the form.
  6. You can enter your account number in the Your payment details or in the footer box. You can also include it in your email.
  7. Press Done.
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I’ve also added an article about creating custom templates for forms. So you can control how they look and what information you need to include.


I’ll be here anytime to assist if you have other concerns or follow-up questions with setting up payment details in QuickBooks. Take care.