Learn how you can help customers if they can’t pay for an invoice you send them in QuickBooks and What to do if customers can’t pay their invoices online
If you sign up for QuickBooks Payments, you can send invoices from QuickBooks Online and QuickBooks Desktop that customers can pay online.
When they get the email, all they have to do is select the Review and pay or Pay invoice button to open and pay for the invoice. Depending on your settings, customers can pay by credit card or with an ACH bank transfer.
If your customers run into issues when they try to pay, don’t worry. Here are a few ways to fix them so you can finish the sale.
If you sign up for QuickBooks Payments, you can send online invoices. You need to turn on the feature to use it. Here’s how to set everything up:
Keep in mind, payment processing is an add-on feature. If you don’t have QuickBooks Payments, you can’t send invoices that customers can pay online. While you can still email invoice forms, you won’t be able to process payments without QuickBooks Payments.
Customers should follow any instructions they see in the error message. If there aren’t any steps, recommend they:
QuickBooks Payments works best with these web browsers:
Customers can make partial payments on the payment page:
Tip: If you don’t want customers to make partial payments, let them know ahead of time.
There are a few common reasons why cards may get declined. The info they entered may not match what the bank has on file. Or the payment amount is larger than the limit set by your card issuer or bank.
When cards get declined, recommend your customer talks to their bank directly.
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