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R
rockstarbookschi
June 21, 2021
Question

How do you add an online payment link to only a pdf version of an invoice that if any changes are made, the customer cannot see the changes?

  • June 21, 2021
  • 1 reply
  • 10 views
No text available

1 reply

AlexV
AlexV
Level 10
June 21, 2021

Hi rockstarbookschi!

 

I'm here to help you and explain how the payment link in QuickBooks Online works.

 

If you'll send an e-invoice (electronic invoice) and your QuickBooks Payments is connected, the email will include a button where they can process the payment. When you make any changes to the invoice, it'll sync automatically and they'll be able to see it when they clicked the button. Currently, we're unable to stop the syncing to ensure the payment they made will be reflected in the right transaction in QuickBooks Online.

 

We've compiled the common articles about QuickBooks Payments. These will discuss more on how this service can help your business. Check them here: QuickBooks Payments FAQ.

 

Keep on posting here and we'll assist you. Have a great day!

R
rockstarbookschiAuthor
June 21, 2021

Yes, I understand that.

There is NO way to send an invoice with the choices for payment to click on as a pdf?

I am trying to find a way to send invoices out that if a change is made, the customer will NOT see the change and can still pay from the invoice. Thank you.

J
jamespaul
Level 8
June 21, 2021

Hello, rockstarbookschi. 

 

I'll clarify the details about the invoice changes on the payment link. 

 

Yes, that's correct. As what AlexV mentioned, changes to your invoices will always sync on the payment link. We're also unable to add a PDF version of the link. 

 

Though, your customer won't be able to see any changes if they look at the original email body (not the payment link itself). 

 

Our developers might add a way to let you send a payment link as a PDF (without syncing the changes). I would recommend sending feedback by clicking the gear icon, then selecting Feedback. 

 

For reference about creating invoices, you can check this article: Create invoices in QuickBooks Online. 

 

Need help categorizing your income and expense bank transactions? This article can help you with the process: Categorize and match online bank transactions in QuickBooks Online.

 

If you need to learn more about processing invoices and payments in QuickBooks, please let me know. I'd be happy to address your concerns. If you want to complete other tasks, lay down the details and I'll help you out. 

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