Skip to main content
August 12, 2021
Solved

How do I include a payment link in the email for imported invoices? It works as expected with manually created invoices but not imported invoices

  • August 12, 2021
  • 1 reply
  • 0 views
Accept credit cards and ACH are enabled globally but I cannot get a payment link in the emails for imported invoices - HELP please!!
Best answer by JenoP

Let me help with your question about the payment options for imported transactions, randy-kanai-gmai.

.

Can you also tell us what app you're using to import the invoices? For now, there's no option within QBO that would automatically turn on the online payment option for imported invoices.

 

I'd suggest reaching out to the app you're using to import the invoices. They can check if there are any settings on their program that would add the link on imported invoices. Then, follow these steps on how to add a payment link:

 

  1. Open the invoice one at a time.
  2. Click the Edit link beside Online payments
  3. Check the box or boxes for the payment method that will be used for receiving payments. 
  4. Click OK

 

You'll also want to check out these articles for additional guidance and reference when receiving online payments:

 

 

Let me know or visit us anytime you need help while working in QuickBooks. We're always here to guide and assist you.

1 reply

JenoP
JenoPAnswer
August 12, 2021

Let me help with your question about the payment options for imported transactions, randy-kanai-gmai.

.

Can you also tell us what app you're using to import the invoices? For now, there's no option within QBO that would automatically turn on the online payment option for imported invoices.

 

I'd suggest reaching out to the app you're using to import the invoices. They can check if there are any settings on their program that would add the link on imported invoices. Then, follow these steps on how to add a payment link:

 

  1. Open the invoice one at a time.
  2. Click the Edit link beside Online payments
  3. Check the box or boxes for the payment method that will be used for receiving payments. 
  4. Click OK

 

You'll also want to check out these articles for additional guidance and reference when receiving online payments:

 

 

Let me know or visit us anytime you need help while working in QuickBooks. We're always here to guide and assist you.

August 12, 2021

Thank you for the info.

 

I am using the "import invoices" function in QBO to Import all the invoice information via a csv file - no outside app is being used.  Sounds like you are saying the import invoice function in QBO has no way of flagging the invoice/email with a payment link other than to manually edit each invoice as you have suggested.

 

I will be loading/importing 60 invoices at a time multiple times a month and it seems my only option is to manually edit each invoice before sending via email until QBO add the function to set the invoice to include a payment link via the import process.

Fiat Lux - ASIA
August 13, 2021

@randy-kanai-gmai 

You may prepare the Invoice data with the payment options with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Magazine SubscriptionAnnual Magazine Subscription212  NON

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo