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E
ecsproull
November 7, 2023
Question

Adding a payment link when batch processing invoices.

  • November 7, 2023
  • 1 reply
  • 0 views

When creating a single invoice I have the option to add a payment link in the invoice and then email it. When batch processing invoices I do not see that option. Can someone please tell me how to add it when batch processing? It appears that QB is using my current default invoice. Is there a way to add the payment link there? Also to be very clear I want the invoice associated with the payment link.

1 reply

E
ecsproullAuthor
November 7, 2023

I forgot to add that I'm doing QBDT 2021 using an Intuit merchant account for credit card payments.

Angelyn_T
Angelyn_T
November 7, 2023

I value your interest in adding a payment link when batch-processing invoices in QuickBooks Desktop (QBDT), ecsproull. Let me share some insights about this feature.

 

Payment links are only for a single use with a single customer. We can only add a payment link when creating a single invoice in QBDT. I understand how important it is for you to add a payment link when tracking batch invoices or to your default invoice template. While the option is unavailable, you may have to generate a single invoice one at a time or create custom payment links for your customers manually.

 

  1. Open your QBDT file.
  2. Go to the Customers menu, then select Payment links. You can also use the Payment links icon on the home screen.
  3. Enter the necessary details.
  4. Tap on the Send Payment link button.

 

You can also run through the resources from these materials for more tips about the process: 

 

 

Alternatively, you may utilize a third-party application that supports adding a payment link when processing batch invoices. You can search for one from this website: Apps for QuickBooks Desktop.

 

When your customers settle their open invoice, enter the payment through the Receive Payment window.

 

If you have follow-up questions while working with your customers' invoices, please leave a comment below to notify me. I'm just a few clicks away to help you once more. Stay safe!

 

E
ecsproullAuthor
November 9, 2023

While there is no place to specify this when creating batch invoices, it appears to get added automatically. I only create a batch of invoices at the new year to collect our memberships dues for the year. Has anyone else experienced this behavior before? There is no way I was going to create 800 individual invoices. 

 

Process:

Batch create the invoices to be mailed later.

Using the Send Forms to send the invoices after they are created.

Payment links appear in the emails.

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