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J
Jward-docacs
October 19, 2023
Question

How can I add a payment link to the PDF version of an invoice?

  • October 19, 2023
  • 1 reply
  • 0 views
I recently had to migrate my company new a new instance of QB online and up to the Advanced version.  Before i was able to have the payment link actually on the PDF version of the invoice.  But now I cannot find out how to get it back!

1 reply

Bryan_M
Bryan_M
October 19, 2023

Welcome to the Community space, @treasurer11-organi. I see that it's very helpful on your end to add the payment link in the PDF version of your invoice. Let me help you direct where you can place it. 

 

Before anything else, let's ensure to copy the link of the payment in the Payment links option from the Sales tab. Once done, follow the steps below to place the payment link in the correct space of the invoice and show it in the PDF version:

 

  1. Click the + New icon.
  2. Choose Invoice.
  3. Enter the necessary info on the invoice.
  4. In the Message on invoice field, add a note, then paste the link of the payment link you copied earlier.
  5. Click the Print or Preview below, then view the PDF version. The message, together with the link will be shown below.
  6. Once done, click Save and close or Save and send.

 

You might want to learn how to personalize your invoice and manage it, you can check out these articles:

 

 

Thank you for the opportunity to help you today, @treasurer11-organi.  Let me know how it goes. We want to ensure we achieve your goal by replying to this post. Have a good day, and keep safe.

J
Jward-docacsAuthor
October 19, 2023

Yes, I knew I could add the link in the text box one at a time,  but before my "upgrade" my old QB online Essentials had the option to include a pay invoice button on the pdf.  it was automatic and i looked like the button below at the bottom of the invoice. 

 

J
JamaicaA
October 19, 2023

Congratulations on upgrading from Essentials to Advanced, @treasurer11-organi. I appreciate the screenshot you've added to elaborate on your concern about the missing Pay invoice button. Worry no more, I'll share the reason why it's not visible on the sales form when creating a PDF file.

 

Since you recently migrated from Essential to Advanced, it won't automatically do the same for the payment processing. The Pay invoice button on invoices will appear once you connect your Payments account.

 

Though you mentioned that this button is visible on your Essential account, let's review your Settings to see if it's connected to the Advanced. Otherwise, follow the steps below:

 

  1. Sign in to QuickBooks Online as an admin.
  2. Go to the Gear icon, then select Account and settings.
  3. Navigate to the Payments tab and click Connect in the Existing account, or Link Merchant Service.
  4. Choose the QuickBooks Payment account you want to Connect to.
  5. Review the account info to make sure it's accurate before tapping Connect.
  6. Once done, sign out and sign back into QuickBooks Online.

 

 

If you'd like to set your payment options directly on the invoice or process them accordingly, refer to this article for the complete guide: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Once settled, scan these resources to take note of the deposit speed and learn how to troubleshoot if customers see an error when they select Pay Now:

 

 

This information will surely help you get back the missing button on the pdf. If you need more assistance managing invoice payments, add them to this thread. I'll get back to you quickly. Have a great day!

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