Chrissky676
Level 3

Payments

To add a payment link to QuickBooks Online, follow these steps:

 

  • Go to Sales > Payment Links.
  • Click New.
  • Enter a Description for the payment link. This is what your customer will see.
  • Select a Customer from the drop-down menu.
  • Enter the Amount that the customer owes.
  • Select a Payment Method.
  • Click Send.

 

You can then share the payment link with your customer via email, text message, or social media. When the customer clicks on the link, they will be taken to a secure payment page where they can enter their payment information.

 

Here are some additional tips for using payment links in QuickBooks Online:

 

  • You can create payment links for invoices, sales receipts, and estimates.
  • You can customize the appearance of your payment links by adding your company logo and branding.
  • You can track the status of your payment links in the Payment Links section of QuickBooks Online.
  • You can receive notifications when customers pay you through a payment link.

 

Payment links are a convenient and easy way to get paid by your customers. They are also a secure way to accept payments, as QuickBooks Online encrypts all customer data.