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Intuit

Create invoices with payment link

Create invoices that your customers can pay online with E-invoicing.

Note: This feature is supported in QuickBooks Desktop 2016 and later versions.

 

To create invoices with payment link or E-Invoicing

  1. Turn on E-Invoicing.
    1. From the Customers menu > Create Invoices.
    2. Select Turn on under Your customer can’t pay this invoice online.
    3. On the Change Invoice Options window, choose the appropriate method.

    turn on e-invoice

  2. Complete the information on the Create Invoices window.
  3. To email the invoice, select Invoice from the Email drop-down. If you want to send the invoice at a later time, you can mark Email Later or if you want to send it by batch, go to the File menu > Send Forms > select the invoices to be sent.
    Note: Make sure you are using the Web Mail or Outlook email preferences. Invoices sent using QuickBooks email will not allow you to include online payment links. See Set up your email service in QuickBooks Desktop for more information.

To pay invoices with payment link or E-Invoicing

  1. After receiving the invoice, your customer can select View & Pay Invoice to open the online payment portal.einvoice email
  2. They can print the invoice, save it as a PDF, or just pay it by selecting Pay now.customer options
  3. Your customer can create a new login, sign in using their existing login, or complete the payment method and pay the invoice right away.einvoice login
  4. After the payment, go to Merchant Service Deposits from the Home page. The payment will be downloaded and the invoice will be marked as paid.merchant deposit

Pay Now link is missing from the invoice

  • Ensure that the account is linked to the your Merchant account by going to the Customers menu > Credit Card Processing Activities > Merchant Service Center).
    Note: If you are sending out an E-Invoice for the first time, you need to sign in to your Merchant account for the pay link to appear.
  • Verify that you are NOT using QuickBooks E-mail.
    1. From the Edit menu > Preferences.
    2. Select Send Forms then go to the My Preferences tab.
    3. Ensure that you are using either Web Mail or Outlook.
  • Make sure the correct payment settings are turned on.
    1. From the Edit menu, select Preferences.
    2. Select Payments then go to the Company Preferences tab.
    3. In the Online Payments section, choose the appropriate payment options.
  • If you are getting a message that the web mail password is incorrect but have confirmed that it is correct, refer to QuickBooks will not accept my web mail password.