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tom-sauer-hambis
February 25, 2024
Question

Payment link not showing up on invoices

  • February 25, 2024
  • 2 replies
  • 0 views
The payment link on invoices is not showing up. This just started recently. 
I have played around with the templates, ensured the payment links are active, etc. Worked great for last month's billings.

2 replies

AlverMarkT
AlverMarkT
February 25, 2024

It's great to have you in the QuickBooks Community, Tom. 

 

I'm here to help troubleshoot what's causing the payment link to stop showing on your invoices. 

 

First, can you let me know if you manually add the payment link to an invoice message or add it to the invoice PDF? 

 

If you choose Plain text as your Online Delivery option, you'll usually add the payment link to the default invoice payments message. If you've selected either HTML or Online Invoice, the pay button should appear in the e-invoice that you send. Please see the image below for visual reference.

 

You can follow these steps to review the payment link on the invoice message if you use Plain text, as it's possible that it's been reset:

 

  1. Go to the Gear icon.
  2. Select Accounts and settings.
  3. Choose the Sales tab.
  4. Click on the Messages section.
  5. Review the Sales form and the Email message box.
  6. Ensure that the payment link shows up in the message.

 

If you are referring to using a payment link (or in some cases a QR Code) attached to a PDF invoice, you'll want to ensure that the invoice is pay enabled. Moreover, please also ensure that you're using the Airy new invoice template. Here's how:

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Locate the desired template, and on the Action column, select Edit.
  4. On the Design column, select Change up the template.
  5. Choose Airy new.


After this, check the applicable options for the PDF invoice on the print preview. I've added a screenshot for reference.

 

 

Once this issue is resolved, let me add this article as a guide on reviewing and categorizing downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online. 

 

Keep us posted if the problem about the payment link not showing up on invoices persists on your end. We'll do our best to assist. Have a great day ahead!

T
tom-sauer-hambisAuthor
February 26, 2024

I use HTML and the payment link is to my Intuit merchant account. 
I have tried applying different templates with the same issue. I have not deleted current invoices and re-created. Also, I have not tried plain text and adding the link. 
This worked fine last time I did invoices. How happens with all invoices

 

Thanks

T
tom-sauer-hambisAuthor
February 26, 2024

I am only using HTML and link to intuit merchant account. I have not tried plain text and adding the link. 

Also, I have not deleted the current batch of invoices and re-created. 

thanks

G
GlinetteC
February 27, 2024

I appreciate your prompt response and providing additional details about the payment link issue, Tom.

 

I also acknowledge that it is inconvenient for a feature not to function as expected. Rest assured, I'll direct you to the best support to address your issue promptly.

 

I would suggest contacting our Merchant Services support, as they have the tools to access your account and investigate the cause of the issue.

 

Additionally, you can browse these resources for guidelines to learn more about accepting electronic customer payments and when the system deposits the amounts into your bank account:

 

 

Please don't hesitate to add comments if you need further questions about payment links or other concerns. I'll be glad to discuss them with you.

T
tom-sauer-hambisAuthor
February 27, 2024

Mystery solved!

 

It appears that with some of the recent QuickBooks Online updates, they have defaulted some of the settings, changing what users previous set. In my case, Payments was reset to HTML from Online Invoice.

 

Quickbooks Support helped with the fix. This must be a known issue as the support person knew exactly what to do and had it fix in under 10 minutes.

 

Easiest way to fix.

in settings-> Accounts & Settings -> Sales. Turn off all payment types

In settings-> Accounts & Settings -> Sales -> online payments, select "online invovice"

Save

In settings-> Accounts & Settings -> Sales. Turn on all payment types

 

In the invoice, edit  and turn on payment types as they will now have defaulted to "off".

before sending invoice, verify the pay online link/button now shows up

send invoice.

 

Thanks,

Tom

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