How to Customize Payment Methods for Invoices in QuickBooks Online

[@greggerosky6898]

Exactly what I was looking for. Thanks so much!

[@GentleFrog]

You're welcome! I'm so glad you found it helpful.

[@LizaLovecraft]

Thank you!!

[@GentleFrog]

You're welcome!

[@mandy9990]

i have a customer saying they can't see the payment options on their emailed invoice, but I can see it on my end. I resent it and still they can't see it. Have you run in to this problem before? I did what you said on this tutorial already. Is it a problem on his end with the web browser possibly? He's a long time customer and we've never had issues with his invoice. Did QBO update something again and I didn't realize it?

[@GentleFrog]

I've never encountered this. I would suggest sending this exact invoice to your home email and see what happens. Open the invoice in a different browser so it's definitely not logged into QBO. Ask the recipient to send you a pic of what the recipient sees. There's the possibility that you may have unselected the payment methods. In the new invoice layout this is in the Payment options section of the Manage menu to the right of the invoice. I have a video about it: kzbin.info/www/bejne/d4vbgZajiJ5gnNk