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J
Justine- Enterprise
July 1, 2021
Question

Payment Link Feature- QB Enterprise

  • July 1, 2021
  • 1 reply
  • 0 views

For the first time, I am exploring the QB payment link on Enterprise Solutions. I did a test where I send the link to myself and paid for it (will be using this feature for upfront deposits). The payment showed on my Merchant Service Center but I didn't see any sales receipt created nor the history of the transaction made. I would need help understanding this new feature. Or any recommendations if creating sales receipt is better? Thank you

1 reply

Rubielyn_J
Rubielyn_J
July 1, 2021

I can share with you some details to guide you in understanding the payment link feature in QuickBooks Desktop. 

 

Payment links is a QuickBooks Desktop tool that you utilize to receive payments. You can share this with your customer as a way to get paid quickly. 

 

Now, when your customers click the link, they’re taken to the portal. From there, they enter their payment details as if they were settling an invoice. Your customer won’t be able to change the amount or pay partially. Then, the payments made through these links will show as credits for the customer, not as a sales receipt. What you have to do is to apply them to invoices when you’re ready.

 

To apply a credit to an invoice, here's what you need to do:

 

  1. Open QuickBooks.
  2. When you create the credit memo, make sure you select Customer: Job. 
  3. The Apply Credit to Invoice window will open.
  4. Choose the credit you want to apply automatically and select Done.

 

For more information, please see this resource: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

In addition, I encourage you to browse these articles to help you learn more about processing payment using the link in QuickBooks: 

 

 

Don't hesitate to leave a comment down below if you have further questions about the payment link feature in QuickBooks. I'll be more than happy to help. Have a blissful day.

J
Justine- EnterpriseAuthor
July 1, 2021

Thank you for all this information. 

 

My understanding is that when payment is made (using Payment Link feature), a credit memo should be entered manually. QuickBooks does not automatically enter the payment as credit memo nor a sales receipts.

 

Also, does QuickBooks has history of all Payment Link sent to customers? For QBO, this is available. How about in QB Enterprise?

J
JonpriL
July 2, 2021

Hello @Justine- Enterprise,

 

With the payments link, the deposit you'll receive from your customers will be available and can be applied to invoices when ready. With this, you do not need to manually enter them as your customer's credit memo.

 

That said, here's an article you can read to learn more about the nature of utilizing the payments link feature in QuickBooks: How to create custom Payment Links for your customers?

 

In the same manner, it is recommended to review the list of created transactions for your customers to determine the history of payments link you've already sent to them.

 

On top of that, let's also consider reading through this article and learn more about the nature of working with your estimates: Get started with customer transaction workflows in QuickBooks Desktop

 

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other questions. I'll be here to lend a hand. Stay safe!

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