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Replying to:
Jelayca V
QuickBooks Team

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I appreciate your clarification, @ccarey. Let me give an alternative to simplify customer payment processing in QuickBooks Online (QBO).

 

Currently, QBO doesn’t provide a direct payment button for statements. However, you can create a payment link, button, or QR code and include it in your customer statements as a workaround. This makes it easier for customers to pay their invoices directly from the statement they receive.  

 

To start, you'll want to generate the payment link you can share with your customers. Here’s how you can do it:

  

  1. Navigate to Sales, then Payment links.
  2. Choose an existing link for your customer or click on New payment link.
  3. Decide if it is a One-time payment link or a Multi-use payment link, then Next.
  4. Enter the amount and other necessary information.
  5. Click Create link and choose whether you want a Link, QR Code, or Buy button to Copy
  6. Once finished, click Done.
    sample.jpg

 

Next, let's add the copied payment link to your customer statement. Here's how:

 

  1. Click the +New button, then Statement.
  2. Choose the statement you want to send to your customer by ticking the checkmark on the left side.
  3. Ensure to double-check the email address of your recipient.
  4. Click Save and send at the bottom right.
  5. Insert your payment link into the Body of the email.
  6. When you are finished, hit Send.
    sample.jpg

 

I'm also adding this article to guide you on accepting online payments for online and in-person sales using QuickBooks Payments: Receive and process payments in QuickBooks Online with QuickBooks Payments.

Additionally, you can run reports to get a comprehensive overview of your business finances.

 

If you have questions about customer statements and payment links in QBO or other topics related to the program, the Community is here to help. Please click the Reply button, and I'll get back to you promptly.

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