Regarding the new Payment Links feature, where a payment request is sent to the customer. (not the method where the link is in an email where the invoice is attached.)
A customer wants to pay an invoice in three payments over three months. We know we have to send 3 separate payment links. If we send all three right away, will the links remain valid until used month down the road? Or do they time out after a while and become invalid?
I'd be glad to share some information on how long the invoice payment link stays active, Maverick2.
Payment Links are only for single use. It stays active as long as the customer did not use it to pay for the invoice and the transaction is still valid.
Every customer payment needs to generate a new invoice link. To know more about this, you can take a look at this article: Send online invoices in QuickBooks Desktop. It provides more details on how you can change the payment options for a specific transaction.
Additionally, in case you need help with utilizing your sales forms in QuickBooks Desktop, here's an article with the detailed steps: Use and customize form templates. You'll find more information on how to import and export from templates.
I'm still here if you have other questions with regards to managing your company file. Just post your questions here and I'll respond as soon as possible. Keep safe.
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