Welcome to the Community, Angie.
To add Payment links in QuickBooks Online, you need to have a QuickBooks Payments or Merchant Service account. The feature can be added to your invoice and sent via email or text. You can also choose to display the payment link as a QR code for customers to scan and pay through their mobile devices.
You can follow Chrissky676's instructions above to add a payment link within the program.
If you haven't signed up for QuickBooks Payments yet, you can refer to the steps below to set up a payment link and how to send it directly to your clients:
- Log in to your QuickBooks account and switch to Business View.
- Go to the Get Paid & Pay menu on the left navigation panel.
- Select Payment Links.
- Click Get Started and follow the onscreen instructions.
- Once done, choose Create my link to generate your payment link. You can customize the Payment link URL if need be.
- Enter the details.
- Click Send Payment Link.
You’ll receive an email confirmation when your customer receives and complete the procedure.
Check out this article to learn how payment link works:
How to use payment links.
Once they're posted, you can
match and categorize your transactions on the
Banking page to make sure everything matches your statement. You can also
create rules to automatically manage your entries.
Feel free to drop a comment if you have more questions about the payment links. I’m here and other Community support to provide you with accurate solutions.
