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O
OGEP
August 28, 2021
Question

How do we get an invoice payment link generated on mobile? I know we can do it on the desktop version but sometimes we are away from the computer.

  • August 28, 2021
  • 1 reply
  • 0 views
Need to share an invoice payment link with a customer but I am away from the computer and only have mobile.

1 reply

L
LauraAB
August 30, 2021

Hello again,

 

Having the mobile app option for completing working in QuickBooks Online on the go can be a great asset. I'm also glad to see that you've been using the option Save and share link for your invoices from the browser, and it makes sense to be looking for that option in mobile too when that's how you're used to communicating with your customers. I'd be happy to help with this.

 

As I mentioned, QuickBooks Online's mobile app can be handy for on-the-go access to your books. It comes with many of the basic features, such as invoicing, expensing, and viewing your bank feeds. There are, however, some limitations to keep in mind when working through the mobile app. One of these limitations comes with how the invoice can be sent to your customer.

 

While it's possible to email, export, and even print an invoice from the mobile app, when it comes to sending the invoice, the option available is email. Therefore, if you need or would like to send the link to your customer instead, I recommend working in a browser. You can even try working through a mobile browser to do this.

 

I invite you to submit feedback about how you'd like to see this option so that our product development team can consider it for future updates. You can leave feedback right in the app. Depending on which app version you have, it should be in the settings area. Otherwise, you can leave us feedback while logged in via browser with these steps: How do I submit feedback? To see what new has been added to the program each quarter, check out this page: QuickBooks Online Feature and Product Updates

 

I hope this helps clarify the options. Have a great week!

O
OGEPAuthor
August 30, 2021

Thanks for your reply, Laura. Yes, I tried the Google Chrome browser on mobile and could not find a way to get the invoice payment link through that method as well. You say this is a limitation of the mobile app but could you please have your development team remove this limitation since it is quite necessary for your users? 

Also, we noticed that when we send a reminder email from the app of an overdue invoice, the custom message we created is not carried over from the desktop version. Instead it sends the messaging we use from a new invoice. This should definitely be fixed by your team and not be considered a limitation of the app as well. 

 

Thoughts?

L
LauraAB
August 30, 2021

Thanks for the follow-up with your thoughts on this. The best course of action to take in this instance is to submit feedback using the methods I highlighted in my original response. The comments left through those portals go directly to the product development team, and although they don't reply to them, they do read through them to consider changes for future updates to the program as well as the mobile app.

 

Can you clarify the steps you're taking to send a reminder from the app? I'd just like to try to go through the same process to see if I can recreate what you've got happening on your end.

 

As for the mobile browser option, the way to get the invoice link to share with a customer would be the same as using a regular browser. If you're not seeing the option straight away, select the down arrow beside the green send button and choose Save and share link. Once you do, a window will pop up with the link you can copy and share with your customer. 

 

I do notice, however, that you keep mentioning "invoice payment link" specifically. If you mean something other than what I'm referring to here, please feel free to clarify in another response.

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