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Replying to:
Tori B
QuickBooks Team

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Good morning, @Yogi.

 

How are you doing today? I hope all is well. 

 

As long as you have QuickBooks Payments, your customers can pay their invoices online by credit card or ACH bank transfer. All they have to do is select the Pay Now button in the email. Setting up online invoices takes just a few minutes and can help you get paid faster. I'm including some steps to walk you through setting up the payment link below. 

 

First, we need to ensure that you turn online payments on for your customers. Here's how:

 

  1. Go to Edit and select Preferences.
  2. Click on Payments and then the Company Preferences tab.
  3. In the Online Payments section, choose the payment methods you want to make available to all customers. Then hit OK.
  4. Tap on Apply to existing customers.

 

Now you're ready to send an invoice with the payment link. Here's how: 

 

  1. Go to the Customers menu and select Create Invoices.
  2. Choose the customer from the Customer: Job dropdown. Note: Make sure there's an email address in the Email field.
  3. Next to Your customer can pay online using, review the online payment options available.
  4. If you want to change the payment options for this invoice, click on the Change link. Select the checkboxes for the options you want to make available. Then hit Save.
  5. Add the products and services you need to sell.
  6. Fill out the rest of the invoice.
  7. Tap on the Main tab at the top of the invoice form.
  8. Select the Email dropdown, then hit Invoice.
  9. Review the invoice message. When you’re ready, click on Send.

 

For more information about this process, check out Send Online Invoices. For information on quick pay links, check out Send Payment links

 

Please don't hesitate to let me know if you have any additional questions or concerns. I'm always happy to lend a hand. Have a good one! 

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