Welcome to the Community, jay87.
I'd like to help and share what I know about sales forms that you can send to your customers.
You can send customer invoices through email from QuickBooks Online in just a few steps. Once your customer received the email, they can access the link and click Review and pay or Pay invoice button to open and pay for the invoice.
You just have to make sure to set both option to receive credit card or with an ACH bank transfer in QuickBooks.
Here's how:
- Click on New (+).
- Choose an Invoice or Send Invoice.
- Select the customer from the Customer dropdown.
- Make sure their email address in the Email field.
4. Go to the Online payments section.
5. Review the payment options available.
6. If you want to change the payment options, select Edit. Or select the checkbox for the options you want to make available.
7. Click the Save and send button.
You can also check out this article to learn how you can personalize and add specific info to sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let me know if you still have other questions about sales forms. I'm always here to help. Have a great day!
