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idamar1
May 7, 2020
Solved

Can't send e-invoices with the pay button, when I try to send on Outlook I don't see the button, only have this problem with 1 customer

  • May 7, 2020
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by Ryan_M

Hi @idamar1,

 

I'll walk you through the steps to ensure your customer can pay your invoices through QuickBooks Payments. 

 

Here's how:

 

  1. Go to the Customers menu 
  2. Select Customer Center.
  3. Search for the customer in question.
  4. Tap the Edit icon on edit their profile.
  5. Hit Payment Settings.
  6. In the Online Payments section, select the payment options you want to make available to this customer. 
  7. Click OK when done.

Additional details on sending e-invoices in QuickBooks Desktop can be found here: Send online invoices in QuickBooks Desktop.

 

In case your Outlook no longer appears as an option in the Send Forms page, check out this article: Fix Outlook is missing in send forms preferences. It lists possible reasons why you have that issue, as well as different solutions you can take. 

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you. 

3 replies

R
Ryan_MAnswer
May 8, 2020

Hi @idamar1,

 

I'll walk you through the steps to ensure your customer can pay your invoices through QuickBooks Payments. 

 

Here's how:

 

  1. Go to the Customers menu 
  2. Select Customer Center.
  3. Search for the customer in question.
  4. Tap the Edit icon on edit their profile.
  5. Hit Payment Settings.
  6. In the Online Payments section, select the payment options you want to make available to this customer. 
  7. Click OK when done.

Additional details on sending e-invoices in QuickBooks Desktop can be found here: Send online invoices in QuickBooks Desktop.

 

In case your Outlook no longer appears as an option in the Send Forms page, check out this article: Fix Outlook is missing in send forms preferences. It lists possible reasons why you have that issue, as well as different solutions you can take. 

 

Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you. 

R
ReviveGardens
January 16, 2023

I have been struggling with this problem since I upgraded my account a year ago. I have followed all of these steps, multiple times, as well as creating a new invoice after updating the customers payment options. The pay link still is not showing up when I send the invoice. It shows in all of the "view" options, but not once I go to "Review and Send". 

Bryan_M
Bryan_M
January 16, 2023

Thank you for joining the thread, @ReviveGardens.

 

I see how important is for the payment link to be shown in the invoice you've sent to your customer. Let me help you fix it.

 

Verifying and rebuilding your data is a good start when it comes to fixing transaction-related issues in QuickBooks Desktop.

 

To Verify Data:

 

  1. Choose Window at the top, then Close All.
  2. Choose File.
  3. Hit on Utilities.
  4. Click Verify Data.

 

To Rebuild Data:

 

  1. Choose File.
  2. Click on Utilities.
  3. Hit Rebuild Data.
  4. You will receive a warning message to back up your company file, press OK.
  5. Click OK when you get the message "Rebuild has completed".

 

Afterward, try to send an invoice to your email and check if the option to View and Pay Now button is available.

 

However, if the same issue occurs, I'd highly recommend reaching out to our live QuickBooks Desktop Support. They have the tools to help them pull up your account and check what is the root cause of your invoice issue.

 

To learn about the support package, there are certain issues that are free of charge regardless of the product. You can read through this article:  Intuit QuickBooks Desktop & Point-of-Sale software support policies.

 

If additional assistance is needed with managing your invoices. Never hesitate to reply to this post. Take care!

rccmanager
rccmanager
January 2, 2023

So I had an existing customer I activated this feature on today. The customer called and asked if they could pay online this time. We typically have this feature off because we don't want the fees. If they want to pay this way we pass the fee on to them.

 

When I tried to send the existing invoice, there was no link in the email. Long story short, I had to duplicate the invoice and delete the previously made one and the link showed up when I emailed it. Maybe someone will have the same circumstance and find this comment helpful.

 

Basically, you need to create a new invoice AFTER turning this feature on.

rccmanager
rccmanager
January 2, 2023

So I had an existing customer I activated this feature on today. The customer called and asked if they could pay online this time. We typically have this feature off because we don't want the fees. If they want to pay this way we pass the fee on to them.

 

When I tried to send the existing invoice, there was no link in the email. Long story short, I had to duplicate the invoice and delete the previously made one and the link showed up when I emailed it. Maybe someone will have the same circumstance and find this comment helpful.

 

Basically, you need to create a new invoice AFTER turning this feature on.

A
Archie_B
January 2, 2023

It's great to have you here, ccmanager.

 

Thank you for participating in this thread and for sharing this useful information. 

 

Please keep in mind that the Community is also available to assist you if you have any additional questions or concerns about processing payments and managing your invoices. Take care and have a wonderful day!

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