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Replying to:
DivinaMercy_N
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Hello there, @chewy-chewbacca.

 

Having accurate information when sending sales forms to your customer is one of the important keys that'll help you expand your connection with them. However, the option to edit or change the Payment instructions in QuickBooks Payments is unavailable. As a workaround, you can customize your invoice template before sending it to your customers. To do so, please refer to these steps:

  1. Go to the Gear icon.
  2. Choose Custom Form Styles.
  3. Look for the existing invoice template you use or click the New style to add one.

 

To know more about this, please see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Also, since you've mentioned that you've been able to edit the info before, I recommend reaching out to our Payments support team. They can pull up your account in a private place and can give you additional steps to fix the issue. 

 

Then, to further guide you in receiving customer payments for online invoices, please visit our Take and process payments page. 

 

Keep me posted if you have further questions about changing payment instructions in QuickBooks. I'll be on the lookout for your response. Have a good one.

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