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tim192
May 13, 2024
Question

When creating an invoice, I click on Save & Share Link, the link to the payment page is not being generated. I have disconnected and reconnected the PayPal app. Any Help

  • May 13, 2024
  • 1 reply
  • 0 views
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1 reply

E
emmam6
May 13, 2024

Hello Tim192, thanks for contacting the QuickBooks Community. We're sorry to hear you are having difficulty with the save and share on the invoice. Can you try going to the sales tab on the left menu > go to Invoices > find the invoice and click it (not the drop-down arrow) > then More actions to share the link.

If you get the same issue, can you try temporarily turning off pop up blockers in your browser. Then try again on the save and share link in QuickBooks. If the page does, then generate let us know. Thanks

K
kentglasssolutions
January 24, 2025

I've had the same problem, you shouldn't have to come out of the invoice to then save it, it interrupts with the flow of working.

R
Rasa-LilaM
January 24, 2025

I see how vital it is for users to reach the payment page after they click the Save and share link button, as this will undoubtedly save time for the business and improve the working experience, kentglasssolutions. Allow me to provide some insight into this matter and share a solution to help get you back to business.

 

When creating an invoice and selecting the Save and share link option (Invoice screen), the system saves the entry and generates a shareable link. Please note that the payment page will not be automatically displayed, as this is working as designed.

 

With QuickBooks Online (QBO) connected to the PayPal app, you'll have to create a unique PayPal link for your invoices. Customers will use this link in the invoice email to complete their payments. For detailed instructions, perform Steps 3 and 4 in this article: Accept Card Payments with PayPal app in QuickBooks Online.

 

In addition, review the links below for instructions on handling customer payments and personalising the design of your sales forms to enhance your branding:
 

Drop a comment below and tag my name if you have other sales-related concerns or queries. I'll get back to help you the best that I can.

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