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