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June 3, 2025
Question

I don’t see payments options when creating an invoice

  • June 3, 2025
  • 2 replies
  • 1 view
No text available

2 replies

SIAB
Level 2
June 3, 2025

Where is your company located? US or another country?

QuickBooks Team
June 3, 2025

Currently, we are still in the beta phase of implementing online payments for QuickBooks Sole Trader, jogurney.

 

When you open the invoice, you'll see a notification box at the top stating: Your customer can pay you online. Accept bank payments on your invoices. Setup bank payments (beta). You can click on the hyperlink to complete the signup process.

 

If this feature is not yet available on your invoices, we'll need to arrange for your customers to pay you outside of QuickBooks Sole Trader. You can manually provide them with the receiving bank account details through a communication platform you're using to reach out to them.

 

From there, we'll have to manually record the payments. Then, you can already connect your bank and categorize the payments.

 

Keep us posted if you have additional questions. We'll be here to help.