cancel
Showing results for 
Search instead for 
Did you mean: 
jennifer62
Level 1

Credit Card Link Within Invoice Email

I accidentally deleted the variable that was within the field "for smart invoices only" and now a link no longer appears in the email for credit card pay.

Can you please tell me what to re-enter for the variable?

 

Thank you

Screen Shot 2020-06-24 at 11.54.59 AM.png

4 Comments
Anna S
QuickBooks Team

Credit Card Link Within Invoice Email

Hello, @jennifer62.

 

I'm happy to help you get the credit card link back to your invoice emails. 

 

First you'll want to make sure you have the payment options turned on. The steps below will show you how:

 

  1. Navigate to the Edit tab and click Preferences.
  2. Chose Payments, then select the Company Preferences menu.
  3. In the Online Payments section, check the boxes of the payment methods you want to make available to your customers, then press OK.
  4. Push Apply to existing customer.

 

Next, you can apply the payment link to your customer's invoices so they can pay you online. Here's how:

 

  1. Go to the Customers menu and choose to Create Invoices.
  2. Select a customer from the Customer: Job drop-down box. 
  3. Review the online payment options available next to Your customer can pay online using.
  4. (optional) change the payment option by clicking the Change link, checking the boxes for the options you want, and pressing Save.
  5. Add the products/services you need to sell and fill out the rest of the invoice.
  6. Then push Main at the top of the invoice, choose the Email drop-down, and select Invoice.
  7. Review the invoice message and press Send when you're ready.

 

Now you're ready to send the invoice to your customer with the attached link included and accept their payment. You can check out this article about sending online invoices in QuickBooks Desktop for more information.

 

I'm only a few clicks away should you have any other questions. Enjoy the rest of your week!

jennifer62
Level 1

Credit Card Link Within Invoice Email

Screen Shot 2020-06-24 at 11.54.59 AM.png

jennifer62
Level 1

Credit Card Link Within Invoice Email

Screen Shot 2020-06-25 at 1.56.49 PM.png

Joesem M
QuickBooks Team

Credit Card Link Within Invoice Email

Thanks for getting back to us, @jennifer62.

 

I appreciate you for providing the screenshot of your concern. To isolate this, let's disconnect reconnect your payments account. I'll show you how.

 

  1. On the MAC computer, hit Command⌘ + F.
  2. Search Keychain and select Keychain Access.
  3. Search for the keyword QuickBooks in the search field, click on the Connection ticket(s) for the QuickBooks merchant service.
  4. Click the Edit button then tap Delete.
  5. Close and log out to QuickBooks then reboot your computer.

 

Then, let's reconnect your QuickBooks payments again, here's how:

 

  1. Go to Edit ✎ and select Preferences.
  2. Select Payments, then click Company Preferences tab.
  3. Click either Sign Up or Sign In and follow the on-screen prompts.

Once the Payments account is connected, let's create an invoice and send it to your customer with the attached link included:

 

  1. Create an invoice.
  2. From the invoice, choose either Accept Credit Cards or Accept Bank Transfer.
  3. Select Save, then tap Share to email the invoice to your customer. 
  4. Your customer will receive the email that will include a Pay Online link.
  5. From the secure payment portal, your customer can enter their credit, debit, or bank info.

See this article for more detailed steps: Turn on online payments in QuickBooks Desktop for Mac

 

However, if you're unable to see the variable, I'd suggest contacting our Payment Support Team. They can pull up your account securely and further investigate this issue.

 

You can reach them by clicking on this link: Contact Payments Support.

 

Reach out to me if you have any clarifications or questions about QuickBooks. I’m more than happy to answer them for you. Have a great rest of the day.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us