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adam93
Level 1

How to send a payment link from the qb app?

 
1 Comment 1
MarsStephanieL
QuickBooks Team

How to send a payment link from the qb app?

Great Friday! @adam93.

 

Sending payment links to your customer is currently unavailable in QuickBooks Online.

 

However, you can set up the online payments, send an invoice to them so that they can pay from there. I'd be happy to show you the steps on how to do that.

 

  1. Go to the New menu and select Invoice.
  2. Click the Get set up link beside Online payments.
  3. Enter the following information needed:
    1. Business info
    2. Personal Info
    3. Payment deposit info
       
  4. Select the Get set up button to confirm the details.

I've added an article that will give you more details about processing online payments in QuickBooks: Take and process payments in QuickBooks Online. This also contains workarounds on how to handle online payments issues if your customer isn't able to click the Pay now button on the emailed invoices.

 

You're always welcome to tag my name in the comment section if you need further assistance with the process. Take care!

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