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bootsjen
November 29, 2022
Question

Send a link to pay an existing invoice with credit card.

  • November 29, 2022
  • 1 reply
  • 0 views

Hi,

I have qb online.  I also have qb payments.     I don't want all of my invoices to go out with a pay online link, but I do want to be able to periodically have a customer pay an existing invoice with a credit card.    I have read up on sending "payment links" but those automatically create a sales receipt.  I don't want a sales receipt, I want to have my customer pay their existing invoice.

 

thanks,

Jen

1 reply

A
AdminAndrea
December 7, 2022

Hi Jen

 

I've had good success in sending an email via QBO to our customer with a link for credit card payment by using the 'Share Invoice Link" option under Actions which sends an email with an option to view the invoice, download the invoice and pay the invoice online.  

 

I usually use this option from the menu: Sale>Invoices and then right-click on the down-arrow next to the invoice I want to send.  Most of our clients already have an email address on file but occasionally I do get another pop-up window that indicates there is no email on file and I have a chance to then enter the email and send the link (see attached).

 

Hope this helps!

Jen_D
Jen_D
December 7, 2022

Welcome to the Community, AdminAndrea.

 

I appreciate you taking the time sharing your solution here in the community. Your input will surely help other users who experience the same hurdle. 

 

We appreciate your efforts and we look forward to seeing you here in the community always. Have a wonderful day ahead.

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