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M
millershomewatch
July 8, 2024
Question

Can you add a payment link to statments?

  • July 8, 2024
  • 2 replies
  • 0 views
I want to add a payment link to my statements

2 replies

E
efenzer-gmail-co
July 8, 2024

I'm in Europe! I don't have a paid link! Can you help?

A
AileneA
July 8, 2024

Hello, miller. 

 

To seamlessly integrate a payment link with QuickBooks Online, you will need to sign up for a QuickBooks Payments or Merchant Service account. QuickBooks Payments is a built-in payment solution offered by Intuit. The feature can be added to your invoice and sent via email or text. Additionally, you have the option to send the payment link as a QR code, allowing customers to scan and make payments effortlessly using their mobile devices.

 

If you haven't signed up for QuickBooks Payments yet, you can follow these steps:

 

  1. Go to the Gear icon in the top right corner.
  2. Select Account and Settings.
  3. In the left-hand menu, choose Payments.
  4. Click Activate payments.
  5. Enter all the information needed.

 

Once you sign up for a payment account, your application will be reviewed and subject to eligibility criteria, credit, and application approval.

 

For more detailed steps on signing up for payments in QBO, refer to this article: Sign up for QuickBooks Payments. Also, check out this article to learn how payment links work: How to use payment links.

 

Also, QuickBooks Payment or Merchant services are only offered in the US region, efenzer. In the meantime, you may want to utilize a third-party payment processor and connect it to your QuickBooks Online account. Search for one from the Apps menu, then go to Find apps. 

 


 

 

Lastly, these articles may be helpful for gaining more insight into processing payments and staying informed about deposit times. They will provide additional details and ensure you stay updated with the latest information.

 


 Please let me know if there's anything else you need help with regarding processing and accepting customer payments in QBO. I'm always here to help. Have a great day.

L
lloyd2024
July 10, 2024

We have already QB merchant but what we are looking for is the option to add invoice payment links to statements.  Currently, when we send a statement it does not include the link for each unpaid invoice which means we have to send all correspondence separately,

 

We need the statement to include a "Link" for each open invoice on the statement in which a customer can click to submit payment.  

    M
    MAnneJ
    December 28, 2024

    QuickBooks Online (QBO) does not currently offer a direct payment button for statements. Adding this feature could help improve your business operations. Let me discuss this further. 

     

    We are always working on improving our software. It would be helpful to pass this feedback to our product developers for their consideration in future updates.

     

    Here's how:

     

    1. Go to the Gear icon at the top.
    2. Select Feedback.
    3. Enter your comments or product suggestions. Then select Next to submit feedback.

     

    Additionally, you can run and memorize reports to track your business performance in QBO.

     

    You can always ask anything here in the Community, especially about managing your statements in QBO. I'd be glad to assist. Have a good one.

    1
    138768
    February 11, 2025

    Even if there's no "button" that can be added in statements for direct payments, QB should provide the URL for payments in a convenient fashion. I want to use G-Accon to automate my Overdue Balance emails, but I need the payment link to use a prompt. 

    G
    GlinetteC
    February 11, 2025

    Hello, 138768. I acknowledge how valuable it would be for you to have a payment URL integrated directly into your statements for a smoother and more efficient payment process. 

     

    We appreciate your interest in this feature and understand its importance for streamlining your accounting processes. I encourage submitting a feature request for this directly to our development team. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks.

     

    Here's how:

     

    1. Go to the Gear icon at the top.
    2. Select Feedback.
    3. Enter your comments or product suggestions. Then select Next to submit feedback.

     

    Please know that implementing new features can take some time as we prioritize based on demand and complexity. 

     

    I'm sharing this link for additional information on how payment links work: How to use payment links in QuickBooks Online.

     

    Furthermore, consider checking this article that provides valuable insights to help your customers if they can't pay for an invoice you sent them in QuickBooks: What to do if your customers can't pay their invoices online.

     

    If you have any further questions or require assistance with any other task of QuickBooks, please don't hesitate to add them below. I'll be here to lend a hand.

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