Seeking a tutorial for Clients using the Pay Now button.

I need a video tutorial (or even a written tutorial) to send my Clients that illustrates how to use the "Pay Now" button and the various payment options.  Would you please provide the URLs to any such tutorials?

Answer

Here is the general guide I sent my client (who is somewhat tech savvy) regarding making an ACH payment.


To use the ACH method:

1) Open invoice email,

2) Click "Review and Pay",

3) Click "Pay Now", 

4)  Verify the payment amount at the top of the new screen,

5) Select "Bank transfer" under Payment Method,

6) Select "Business Checking" or "Business Savings" from the dropdown menu,

7) Enter the banking information,

8) (Optional) Deselect check box next to "Save payment method to pay faster next time" if you do NOT wish to do so,

9) Click "Pay Now" to submit your payment.
Was this answer helpful? Yes No
1 additional answer

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.