How do we get an invoice payment link generated on mobile? I know we can do it on the desktop version but sometimes we are away from the computer.

Hello again,

Having the mobile app option for completing working in QuickBooks Online on the go can be a great asset. I'm also glad to see that you've been using the option Save and share link for your invoices from the browser, and it makes sense to be looking for that option in mobile too when that's how you're used to communicating with your customers. I'd be happy to help with this.

As I mentioned, QuickBooks Online's mobile app can be handy for on-the-go access to your books. It comes with many of the basic features, such as invoicing, expensing, and viewing your bank feeds. There are, however, some limitations to keep in mind when working through the mobile app. One of these limitations comes with how the invoice can be sent to your customer.

While it's possible to email, export, and even print an invoice from the mobile app, when it comes to sending the invoice, the option available is email. Therefore, if you need or would like to send the link to your customer instead, I recommend working in a browser. You can even try working through a mobile browser to do this.

I invite you to submit feedback about how you'd like to see this option so that our product development team can consider it for future updates. You can leave feedback right in the app. Depending on which app version you have, it should be in the settings area. Otherwise, you can leave us feedback while logged in via browser with these steps: How do I submit feedback? To see what new has been added to the program each quarter, check out this page: QuickBooks Online Feature and Product Updates

I hope this helps clarify the options. Have a great week!

Thanks for your reply, Laura. Yes, I tried the Google Chrome browser on mobile and could not find a way to get the invoice payment link through that method as well. You say this is a limitation of the mobile app but could you please have your development team remove this limitation since it is quite necessary for your users? 

Also, we noticed that when we send a reminder email from the app of an overdue invoice, the custom message we created is not carried over from the desktop version. Instead it sends the messaging we use from a new invoice. This should definitely be fixed by your team and not be considered a limitation of the app as well. 

Thoughts?

Thanks for the follow-up with your thoughts on this. The best course of action to take in this instance is to submit feedback using the methods I highlighted in my original response. The comments left through those portals go directly to the product development team, and although they don't reply to them, they do read through them to consider changes for future updates to the program as well as the mobile app.

Can you clarify the steps you're taking to send a reminder from the app? I'd just like to try to go through the same process to see if I can recreate what you've got happening on your end.

As for the mobile browser option, the way to get the invoice link to share with a customer would be the same as using a regular browser. If you're not seeing the option straight away, select the down arrow beside the green send button and choose Save and share link. Once you do, a window will pop up with the link you can copy and share with your customer. 

I do notice, however, that you keep mentioning "invoice payment link" specifically. If you mean something other than what I'm referring to here, please feel free to clarify in another response.

Sure. In the app, if we click on an overdue invoice then click send reminder, it brings up the email but the message that is automatically populated is the message we use for a new email and not the one we created as a template for an overdue invoice reminder. This needs to be fixed.

Please submit our recommendations for us. Customers do not have the time to do it themselves and this creates many missed opportunities for your company to improve. Please take the care and the time and effort to do this and choose to do so as a standard practice. It will definitely help your company succeed and keep users needs met.

I know that business owners and bookkeepers alike have a lot on their plates. In this case, what you could do is even simply copy and paste what you've written to me here and send it off through the feedback portal. While I'll pass on your comments, the most effective way to share feedback is for you to take the steps yourself once you have a moment.

For sending the reminder via the app, I'm not seeing the options you're describing when I check through my mobile devices. Given that, what I'd like to have you do is connect with our phone, chat, or social media support teams so that we can go over this with you in more detail to see the steps you're taking, confirm your settings, and go about determining if what you've got happening here is another app limitation or something that we need to bring up to our engineering department.

There are a few ways to reach out, so choose whichever is most convenient for you.

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

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Don't hesitate to give us a shout.

Thank you. Please just send them this thread and I should be able to decipher what the issue is and how to solve it.

This is poor app development for simple link sharing. Your developers suck whereas you can not send a link from mobile app.