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C
CH79
July 20, 2021
Question

Payment link in Quickbooks Desktop

  • July 20, 2021
  • 1 reply
  • 0 views

I have a question about the payment link option in Quickbooks Desktop.  I am trying to find a way for my customer to pay a deposit via credit card when an invoice has not yet been created, then be able to pay the balance via credit card after an invoice is created.  I have read that I can use the payment link option without an invoice, then apply that customer credit to the invoice after it is created.  So, first, can I get the steps to apply this properly?  Then I should have a partially paid invoice, correct?  At that point, can I email it to the customer to pay the balance online?  Or do I need to do another payment link and apply it to the balance?  Or can I go into the Receive payments and process it myself?  How to pay out the balance on the invoice is what I need clarification on. 

Also, can I email the payment link to myself and process it for the customer?

1 reply

Kristine Mae
Kristine Mae
July 20, 2021

Let me provide you with the process, CH79.

 

QuickBooks Desktop is unable to generate a payment link. No worries, though. I will show you how to get around your concern.

 

First, you'll have to set up an account and item for upfront retainers. It lets you deposit the money without creating an invoice. Next, you can record the deposit by entering a sales receipt. From there, you can let the customer pay through a credit card. Then, create the invoice when ready and apply the retainers as credits.
 

You can check this article for the detailed steps: Manage upfront deposits or retainers.

 

Once done, you can send the online invoice so your customer can pay the remaining balance. 

 

Feel free to get back to this thread if you have other questions. We'll be right here to help you out. Take care!

C
CH79Author
July 20, 2021

I appreciate your prompt response and I'll look into your suggestion.  I'm a little confused though because I received an email a few weeks ago advertising the new payment link button.  And my Quickbooks desktop shows a new payment link button.  Do you mean that the program will not allow me to send a payment link to a customer?  Or that it will not work for a partial payment?  For several years I've been hoping that Quickbooks would resolve the issue of customer deposit payments with a credit card, and I thought that this new payment link option was somewhat of a resolution.

KlentB
KlentB
July 20, 2021

Yes, that's right, CH79.

 

You can definitely create and share the payment link with your customer to collect the advance payments. Take note that the payments made through the link will show as credits for the customer. Once you issue the invoice, you can simply apply the credit to reduce the total amount due. When you're ready, here’s how you create the payment link:

 

  1. Go to the Customers menu,.
  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. Click Send Payment Link.

After that, QuickBooks sends an email to your customer containing the requested payment details and a Pay button. You’ll receive also a confirmation email. You may copy the auto-generated link and share it using your preferred messaging channel. To know more about how this feature works, you visit this page: Payment Links for QuickBooks Desktop. 

 

I've also included an article that will help you in managing customer payments for online invoices and in-person sales: Receive and process payments in QBDT.

 

I'm just a comment away if you have further assistance in dealing with your other tasks. Have a pleasant day ahead.

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