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A
Aaron AV
October 28, 2021
Question

How do I Insert a Payment Link in an Invoice

  • October 28, 2021
  • 3 replies
  • 0 views

I'm gathering this isn't possible, which is kind of crazy (it's almost as though Intuit doesn't work on use cases with end users).

 

There are other dynamic fields in invoices, it doesn't make sense that one of the fields couldn't be a payment link.

 

Here's our use case:

We put PDFs of our invoices in a Microsoft Teams site and our end users receive an automatic notification that the invoice is ready, so we need the link in the invoice itself.

    3 replies

    D
    DebSheenD
    October 28, 2021

    Hello, Aaron AV.


    I can show you how to insert a payment link in an invoice.


    Before doing that, we ensure that you have QuickBooks Payments account connected to your QuickBooks Desktop. This way, you can send a payment link in an invoice.

    Here's how:
     

    1. Go to the Customers.
    2. Choose Payment Links.
    3. Enter the amount and description.
    4. Select an existing customer or add a new customer.
    5. Enter the customer email.
    6. Set the appropriate payment method (credit card or ACH).
    7. Hit Send Payment Link.
       

    Once done, QuickBooks sends an email to your customer with the requested payment details and a pay button. You’ll also receive a confirmation email. For more information on how the payment link works, you can check this article: Payment links for QuickBooks Desktop.

     

    Additionally, I've added this article that'll help you manage customer payments: Receive and process payments in QBDT.


    Please leave a comment below if you have any follow-up questions about the invoice payment links. Have a good one. 

      A
      Aaron AVAuthor
      October 28, 2021

      Thanks for the response but this isn't what I'm asking.

       

      I want all of my invoices - PDF and hard copy - to include the text of the payment link. In other words, the template for the invoice we use in Quickbooks should have a field for the payment link.

       

      As I said, we don't use the email invoice function. We place the PDFs of invoices online for our clients, and we want them to be able to pay the invoice from there.

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        October 28, 2021

        @Aaron AV 

        Consider having a 3rd party connector to do so.

        A
        activatecanopy
        June 2, 2022

        YOU CAN DO IT.. i do this to 100% OF MY INVOICES... but it takes a few steps...  

         

        other applications do this automatically... Intuit should... it would make our life easier!

         

        here is what you do:

         

        create a graphic that says "click here to pay online"... i included a visa/Mastercard/Amex logo... save it to your desktop.

         

        make your invoice in QBO and Download it.

         

        BEFORE YOU CLOSE THIS WINDOW,  click "Get Link To this Invoice" (bottom of print preview page).  this will copy your link to your 'clipboard' for later use... 

         

        open the PDF Invoice in ADOBE ACROBAT (pro)...   select EDIT and ADD IMAGE... find the graphic you created, and import it.

         

        once it shows up, move it to where you want it placed.

         

        right click the image and select CREATE LINK...  select the OPEN WEBSITE LINK option (only have to select this the first time.. it will remember your choice)... select NEXT

         

        Paste your Payment Link... select OK.

         

        Save your PDF.

         

        you now have a graphic that says CLICK TO PAY.. .and it is a link.

         

        boom. done!

         

        email me if you want to see the result, or want more help... [Removed]

        W
        wrw79
        December 1, 2022

        if this is the only way to this this, this is insane and i want my money back. 

          A
          activatecanopy
          January 4, 2023

          you'll get used to it... it takes about 30 seconds when you get good at it. 

          R
          rkushner
          October 8, 2024

          1

          R
          RheaMaeH
          October 8, 2024

          Thank you for reaching out to the Community, rkushner. We’re always eager to help you in achieving your goals.

           

          To better understand your concerns, could you please provide more details about the specific issue you’re experiencing with the payment link in your invoice? Any additional details would be greatly appreciated. You can also attach a screenshot for us to see your current situation.

           

          Moreover, feel free to visit this page that contains topics about your company's income and customers: Sales and customers. It includes details about banking to manage your funds and instructions to view your financial health.

           

          I'll await your update with additional information regarding your concern. Please know that I'm committed to assisting you in any way possible.

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