A

Anonymous

Question

How can I add a hyperlink to my invoices?

Forum|Forum|3 years ago
June 29, 2023
2 replies
0 views

Is it possible to add a hyperlink to my outgoing invoices? I’d like a hyperlink to our website and our socials. The only thing I’ve found is how to add a url, even though the QB expert keeps calling it a hyperlink.

QuickBooks Online

R

Rea_M

Hello, windyl0u.

Adding a hyperlink to your website and socials to outgoing invoices is a good customization setup. For the time being, the option to do so is unavailable in QuickBooks Online (QBO). I'll gladly share more details about this below and guide you with alternatives you can do to publish your business.

You can enter your website and social URLs in the Website or Message to customer field or add them as a footer text instead of hyperlinking them to your outgoing invoices. To do this, here's how:

Go to the Gear icon.
Select Custom form styles.
Find your template and click Edit under the Action column.
Go to the Content tab and click the header part of the invoice. Add your website or social URL under the Website field. Or go to the footer area and add the information in the Add footer text or Message to customer field.
Go to the Emails tab and enter your website and social URLs in the Message to customer field.
Click Done.

You can learn more about adding specific information to your sales forms through this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Also, you can send reminders (automatically or manually) to customers when your invoices are, or soon to be, overdue. If you wish to know how to do this in QBO, please see this article: Send invoice reminders automatically or manually in QuickBooks Online.

If you have other concerns about customizing sales forms in QBO, please let me know in the comments below. I'm always ready to help. Take care, windyl0u.

A

Anonymous

When I log in on my mobile browser, it gives me the option to add my socials, but when I do it, the wheel just keeps spinning. Why is it giving an option when you’re saying it’s not an option? No one at that company seems to know anything about their actual products.

M

Maybelle_S

Let's ensure you can add a hyperlink to your invoices in QuickBooks Online (QBO), windyl0u.

In QBO, rather than embedding social media buttons in the body of sales forms, you can add clickable hyperlinks to the email message portion of invoices, estimates, and sales receipts.

Including clickable hyperlinks such as "like us on Facebook" or "follow us on Instagram" in invoice email messages is an easy method to maintain a connection with your customers. It allows you to expand your brand's visibility without extra marketing expenses. By doing so, you can distinguish between branding and business aspects, ensuring they are not overshadowed by invoice details. In short, keep the actual invoice form focused on business.

There are two methods to modify the messages sent to customers when they receive an invoice. Firstly, you can include your branded messaging as part of the default message. Alternatively, create a custom template specifically for certain customer base segments.

Here's how:

Go to the Gear icon.
Under Your Company, select Account and settings.
Click the Sales tab on the left and scroll down until you see the Message section. Select the pencil icon to edit the default email message.
Add an enticing call to action message and include the full hyperlink for your social media channel with the "http://" or "https://" prefix.
Hit Save, and then Done.

To generate a personalized template with specific social media links for segmented customers, you can utilize the instructions provided by my colleague above.

Additionally, ensure that your mobile device has a reliable internet connection. If the issue persists, you can opt to use your computer as an alternative.

Let me know if you have more questions about managing your invoices or need help with another task. I'll be right here to help you out some more. Have a good day ahead!

T

Timberline Landscapes

Yeah it's pretty impressive that Intuit hasn't found a way for their customers to imbed links in text within invoices. We have a handful of links we'd like to hyperlink within our invoices, but we are required to paste the entire link which makes the invoice come off as poorly put together.... I'm sure plenty of people would benefit from this feature being added, it's unfortunate that Intuit is content with their current "workaround". I'd be nice to know if this is on the radar or coming soon, but in the meantime It'll just have to be considered a downside to using QBO.

E

Ethel_A12

Hello there, @Timberline Landscapes.

I'm glad to see you dropping by here in the Community space. Allow me to chime in and share information about embedding links to invoices in QuickBooks Online.

I know how beneficial it is for businesses like yours to add discounts in receiving payment. I want QuickBooks Online (QBO) to have this feature as much as you do.

Currently, QBO cannot add embedded links to invoices. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

Here's how:

Sign in to your QuickBooks Online account.
Go to the Gear icon and select Feedback.
Type in your suggestion and click Next.

You can also read this article about recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

Let me know if you require further assistance managing invoices in QuickBooks Online. I'm here to help anytime. Have a good one.

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