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Take and process payments in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online36Updated March 25, 2022

Learn how to accept electronic customer payments for online invoices and in-person sales.

You can create and send an invoice to your customer that allows them to pay you when they choose Pay Now right from that invoice.

Note: You must have QuickBooks Online Payments.

Creating and sending the invoice

Follow these steps to create and send the invoice:

  1. Select + New, then select Invoice.
  2. Select the type of payment you'll accept under Online Payment.
  3. Enter the invoice details, including your customer's email address.
  4. Select Save and send.
  5. Review the invoice in the Send email window. You can add any additional information to the subject line and body of the email.
  6. Select Save and close.

Note: If you use Customize Template, the way you create your invoice doesn't change. The change is in how your invoice looks when they receive it.

Also, QuickBooks save options are sticky, which means QuickBooks remembers the option used for the last transaction. So if you "Save and close" the last created invoice, the next invoice you create will default to "Save and close". Then to switch, simply choose from the dropdown.

Emailing or texting a link to the invoice

Alternatively, you can choose to copy and send the direct link of the invoice to the customer via email or text instead.

  1. Select + New.
  2. Select Invoice.
  3. Select the type of payment you'll accept under Online Payment.
  4. Enter the invoice details, including your customer's email address.
  5. Choose Save and share link.
  6. Select Copy link and then close the window.
  7. Paste the link into an email or a text message and send it.

Save

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