Question

Payment Link on Website

Forum|Forum|3 years ago
March 20, 2023
5 replies
8 views

Trying to put a payment link on the confirmation page after submitting a form. Just need a single button code to pay an amount, not the developer / website code.

QuickBooks Payments (Merchant Services)

MaryLandT

Level 10

I'll help you put a payment link on the confirmation page without contacting a developer, Family School.

Before we start, do you need customers to pay their invoices online? If so, you only need QuickBooks Payments to take and process payments online.

I'm glad to lay down the steps.

On your QuickBooks Online account, go to Settings.
Select Account and settings, and choose Sales.
Click the pencil icon from the Online delivery section.
Choose Online invoice from the Additional email options to invoices drop-down.
Click Save, then Done.

Once done, turn on the payment option you want to use from the invoice form. See the attached screenshot below for your visual reference.

When a customer receives the email, they can click the Review and pay or Pay invoice button. This opens the invoice and they can pay it directly from there. Your settings determine if customers can pay by credit card or with an ACH bank transfer.

You may also browse this article to learn more about how to set up payment options directly on the invoice: Take and process payments in QuickBooks Online with QuickBooks Payments.

If your customers don't see the Review and pay button in their email, here's a link for instructions they can follow: Learn how to help your customers if they can't pay for an invoice you sent them in QuickBooks.

However, if you're using a different payment website, you're unable to add a link to an invoice. You can take payments from customers, then manually record them in QuickBooks. Otherwise, you can contact our Intuit Developer Team to check if they can sync your website to QuickBooks.

I'm still ready to give you more invoice guides. Feel free to add comments below. I'm here to help you anytime. Take care!

Fiat Lux - ASIA

Level 14

@Family School

Are you running a school? QB Payments doesn't offer such feature. You need to consider having a 3rd party payment processor for that requirement.

F

Family SchoolAuthor

We just want folks to be able to be able to fill out a form and submit a registration fee payment. There will be no existing invoice to match to and sometimes they wont already be in our Quickbooks because they are a new student.

L

LeizylM

QuickBooks Team

Good day, Family School. I'd be glad to show you how to record customer payments in QuickBooks.

You can create sales receipts to receive payments in QuickBooks Online (QBO).

Here's how:

Click + New and choose Sales receipt.
Select the customer from the Customer dropdown.
Enter the sales info, such as the payment method.
Enter product and services and in the second line is the fee item.
When you're done, click Save and close.

You can check this article for more detailed steps: Take and process payments in QuickBooks Online with QuickBooks Payments.

If you're not using QuickBooks Payments in recording payments, you may refer to this article: Record invoice payments in QuickBooks Online.

Feel free to leave a reply if you require further assistance with receiving payment in QBO. The Community team is here to help you anytime. Have a good one!

D

DP77

Don't bother asking questions here. You'll get one irrelevant or just plain dumb response after the other. The worst are the one from the Quickbooks team. I've never seen responses from a bigger bunch of morons.

D

DP77

Closest you can get without using a 3rd party service is a multi use payment link. This will only work if the amount you need to collect is always the same. The link asks for name, email and payment. That's it. You can't customize this in anyway. It doesn't even link to your existing customer list. It just stinks.

Whatever you're using to create the form probably has better options for doing this.

S

Sandy_CPA-CFO

How would you do this if you use Intuit payment processor in Quickbooks Desktop? Thank you!

C

Carl

Moderator

Thanks for joining this thread, Sandy. I can help you set up payment links using the Intuit payment processor in QuickBooks Desktop.

Before anything else, please note that payment links work once and expire after your customer pays you.

To begin with, here's how:

From the Customers tab, select Payment Links or use the Payments Links icon on the home screen.
Select Create Payment Link.
Enter the amount you want your customer to pay. You can also enter a description of what they're paying for.
Select the customer's name from the dropdown.
Provide the email address of the customer to whom you want to send the link.
Choose how you want your customer to pay you.
Once everything looks good, select Send Payment Link.

Also, you can copy the auto-generated link and send it to your customer's alternate email or via text message if you want to.

To access all payment links, details, and statuses, please refer to this article: Send Payments link in QuickBooks.

Moreover, payments made through payment links display as customer credits, which do not impact your books until you apply the credit to the invoice.

You can return to this thread if you require further assistance with payment links in QuickBooks Desktop. Have a great day.

S

Sandy_CPA-CFO

Thank you very much for your detailed and prompt reply. Unfortunately, this won’t work as I need a third-party to charge new clients via a marketing campaign. I need a link analogous to what someone would use when they check out of a merchant store online. Again, I appreciate your time and response.

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