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February 17, 2023
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Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

  • February 17, 2023
  • 2 replies
  • 0 views
Have tried just pasting the link into the message in the invoice templates, but when the email reaches customer it just appears as "<>" with no hyperlink in between
Best answer by Mark_R

EPP advise that the portal page is just hosted on a standard URL.

Does QBO allow a normal URL be included in the email message template (or in the invoice template)?


Welcome back, @T190.

 

Yes, QuickBooks allows you to add URLs in your invoice email message template. To do so, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Gear icon, then select Custom form styles.
  3. Select the invoice template you want to edit and click Edit under the Action column.
  4. Go to the Emails tab.
  5. In the Message to customer field, enter your message and add the URL.
  6. Click Done.

 

I'm adding this article to learn more about customising sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also want to view all your sales transactions in QBO. You can go to the Sales menu and select All Sales. This will give you a great view of the status of sales transactions, open invoices, and paid invoices. 

 

Our doors are always open to help you again if you have any other concerns or follow-up questions on managing email messages for invoices. Have a great day ahead!

2 replies

Fiat Lux - ASIA
February 17, 2023

Which payment platform do you need to use? Paypal or else?

February 17, 2023

Hello there, @T190. I'm here to help you with your concern.
 

Beforehand, I'd like to know more details about your concern. May I know what payment portal you're using? That way, I can provide you with a resolution that fits your concern. A screenshot would also be a great help.
 

I'll be waiting for your reply. Take care!

T190Author
February 17, 2023

Hi,

 

Easy Payments Plus. An Irish platform that caters specifically to the needs of the education sector

Fiat Lux - ASIA
February 17, 2023

Consider having a free invoicing app as a workaround to insert URL as the the payment link and use a connector to mirror invoice data to QBO.