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We send out monthly statements to our customer representing many invoices. We are set up for receiving online payments. Each invoice, when emailed individually, has a pay now button. How do we set up a pay now button for the statement and a customer can pay all invoices at once?
Hi @reesehydraulics,
Welcome to the Intuit Community! QuickBooks is a versatile program that enables you to get your work done faster. I'll be happy to provide the information you need so you can move forward and complete your QuickBooks goals with ease.
In QuickBooks Desktop, there isn't a built-in feature to add a "Pay Now" button to customer statements. However, here are a few workarounds you could consider:
Create the Statement:
1. Go to the Customers menu and select Create Statements.
2. Set your parameters and generate the statement as usual.
Edit the Email Template:
3. Go to Edit > Preferences > Send Forms > Company Preferences.
4. Select Statements and then click Edit Email.
Insert a Payment Link:
5. In the email template, include a link to your payment portal or instructions on how to make a payment. This won't create a "Pay Now" button on the statement itself, but it will guide your customers to a place where they can make a payment.
If the above option doesn't meet your needs, you could manually consolidate the invoices into a single invoice before sending the statement. This way, the "Pay Now" button on the single consolidated invoice can be used to pay all the outstanding amounts.
I recommend leaving feedback about your interest in setting up a "Pay Now" button for the statements so your customers can pay all invoices at once by going to Help then Send Feedback Online. This is a great way to share with us the features you're looking for in the program.
Let me know if this information helps. I'll be a message away in case you have other questions.
How do you locate the link to my payment portal?
Hi reesehydraulics,
Thanks for joining us here. Welcome! I recommend taking a look at this article as it will provide information on how to proceed.
If you have any other questions, feel free to reach back out. We would be glad to assist!
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