MaryJoyD,

Thank you for the response. However, that is not what I was referring to. I found the solution, which was right in front of me. Once you are in the email part there is an option to "save emails as drafts in email program" did not see it before.

I have already created a custom template, however, QB states that I can add a "pay button" to the template for ACT etc. But I am having difficulty finding how to do that. I have payments enabled and a link text shows up in the body of the email. So that is fine.  Is the "button" on the invoice only an option in the Online version? The tutorial was in the what is new in QB desktop? Just curious about how to add the button to the invoice itself, I assume the link text will still go through in the email body text?

Thanks

Thanks for getting back to us, @DART56.

You're right, the pay button is only available in QuickBooks Online. Once you send the invoice, your customers will only receive the Pay Online link.  Also, you'll be able to send the invoice that includes a link when your Payment account is connected. Here's how:

1. Create an invoice.
2. From the invoice, choose either Accept Credit Cards or Accept Bank Transfer.
3. Select Save, then select Share to email the invoice to your customer. Note: Before you can send an invoice, you need to connect to your email provider in QuickBooks.
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.

Also, you may want to consider checking the QuickBooks Payments website for the latest processing fee rates and pricing.

Please don't hesitate to leave a comment if you have other concerns. I'm always here ready to help you. Have a great day and take care!

@CharleneMaeF Actually, it is not only an online feature.

@DART56 In QuickBook 2020 for Mac, while editing the invoice temple, check "Pay online" on the Footer tab of the Invoice Field pane. It will place the pay online link on the invoice template . Then simply move it to the desired place on your invoice temple. See attached screen shot.

I spent the last two days - and many support calls - just getting our new merchant account to link to QuickBooks for Mac.

[Fun fact: signing up for a merchant account via the link in QuickBooks for Mac apparently creates a merchant account that only works with the PC version of QuickBooks]

Now, we are encountering the issue in this thread. What's the status of a fix?

As frustrating as it has always been to be a Mac user of QuickBooks, I can't image how frustrating it must be to be on the Mac team within Intuit.

@Ryan_M Any update on a fix?

Hi there, @RobHere.

Good news! Our back end team has identified a workaround for this unexpected behavior. I'd be glad to share with you the steps. 

To start, let's make sure to create a backup copy of your company file. Then, follow these steps below.

1. Uninstall QuickBooks 2020 then reinstall QuickBooks 2020 R4 using this download link https://tinyurl.com/yx8ado2k
2. Send an email and grant QuickBooks access to use mail.
3. Go to System Preferences, then choose Security and Privacy and select Automation on the left.
4. Under QuickBooks 2020, check Mail.
5. Close Preferences on QuickBooks 2020, then re-update to R5 through Quickbooks.
6. Go to Check for QuickBooks Updates.

If you are still experiencing this issue, refer to this article: Fix a Scripting Permission Problem when you email an invoice.

Thank you for being patient with us while we worked to resolve this issue for you.

THIS IS THE SOLUTIONS !!!

https://quickbooks.intuit.com/learn-support/en-us/help-articles/fix-a-scripting-permission-problem-y...

On #2 you say "send an email" and grant Quickbooks access to use email.  Okay maybe Im missing something easy here, send an email???? send an email from Quickbooks???  send an email from my gmail account to whom? or if from my quickbooks 2020 R4 whom do I send it to? send it from Quickbooks to my personal Gmail account??  I must be missing something obvious here, as it did not work before my update and now still doesn't work with R5.  Ill reinstall R$ but please clarify your response in line#2. Id appreciate the clarification on this line#2 

Please explain line #2 .....Send an email??? from quickbooks? from my gmail account?? This was my issue in R4 and when updated to R5 its still the issue.  So im now going back to R4 and going to try again.  So please clarify line 2.  "Send an email" and grant Quickbooks access to use email??????????? Send an email from Quickbooks to where? or to what my personal Gmail account.  Maybe im missing the obvious but I could really use some clarification on this one as Ive pretty used up all my patience on Quickbooks 2020

Let me explain to you what the second step (send an email) refers to, @lndscpe.

This step means that after updating QuickBooks Desktop for Mac to its latest release, you'll want to resend an email invoice to your customer's email account or to a dummy account. This is to test if the issue is resolved. 

However, if you're still getting the same issue, I'd recommend reaching out to our customer support. This way, they can pull up your account and run some tests to determine why you're unable to send invoices by email.

Here's how you can reach out to them:
 

1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
2. Select QuickBooks Mac Desktop.
3. Select a topic.
4. Scroll down to the bottom section and click Start a Message.

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

I cannot email my invoices with QB 2020 for Mac.  I had NO PROBLEMS emailing invoices with QB 2016 for MAC, but once I upgraded to 2020 I can't do!.  Here's the error message:

Unable top authentic with the current session's credentials.  The server returned the response:  5.7.8. username and Password not accepted.  Lear more at 5.7.8 https://support.google.com/mail?p=BadCredentials x 12sm3487758qta.67 - gsmtp.

I went to this address and have no idea what to do.  Not everyone is a computer programmer and genius out there.  I could use some help from Intuit.  Thank you.

Thanks for joining this thread and sharing your concern with us, @Tina3R.

It could be that there an issue with your company file that's causing the issue. Let's update your QuickBooks for Mac 2020 to its latest release. Performing this step can fix common QuickBooks errors. Here's how:

1. From the QuickBooks▼ drop-down menu, select Check for QuickBooks Updates.
2. If a newer version is available, click Install Update.
3. When prompted, select Install and Relaunch.
4. When the update is complete, QuickBooks for Mac automatically opens.

In addition, you can update QuickBooks Server for Mac and see if fixes the issue. 

1. Go to Quickbooks [year] Server next to the Apple logo.
2. Click Check for Quickbooks Server updates.
3. Select Install Update and click Install and Relaunch.

However, if you're still getting the same problem, I recommend reaching out to our phone support. They have the special tools to help conduct a deeper investigation of what's causing this behavior. Simply follow the steps provided above so you can reach out to them. 

Just a heads up, due to COVID-19, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday. We will resume normal hours as soon as possible.

Please check out our support hours to ensure that we address your concerns on time.

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

Any update on this?  I just got Desktop for Mac 2020 and cannot connect to Office 365.  I have tried all the port numbers people have suggested.  I cannot find the "privacy" section under system preferences that people have referenced.  this seems like such a basic necessity and I cannot believe that QB/Outlook have not resolved this.  How do you run a business if you can't send an invoice?  And no, I do not want to create a pdf and email is separately.  For one, that's creating extra work and two, my clients cannot click on "pay".  Please help.

Still no fix...

I cannot find preferences in my Quickbooks.  I've looked in Edit and other sections but cannot find it.  So here I am with a 2020 Mac desktop, 2020 QBs with a current Outlook for my email.  Up until November 2020 I had no problem sending my invoice.  Come Dec. and now Jan. cannot send.  It shows QuickBooks is having problem with your email program.  Check to see if I can send and receive regular emails, which I can but can't find the problem

thanks,

Let me help you in fixing it, jo4444.

You'll want to make sure that both QuickBooks Desktop for Mac and the server are updated. There are two ways in updating it, the manual or in-product. Please check this link for the detailed steps: Update QuickBooks for Mac to the latest release.

Also, QuickBooks Desktop for Mac requires Microsoft Outlook 2016 or later. You'll want to update it too to avoid issues like this. 

The Preferences is in the QuickBooks menu. You can run verify and rebuild data in QuickBooks Desktop for Mac to see if the reason why you can't see it is due to a damaged file.

If this error continues, please don't hesitate to reach out to our Support Team for further assistance.

1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
2. Select QuickBooks Mac Desktop. Click Search for something else and enter "Outlook".
3. Tap Search. Scroll down to the bottom section and click Start a Message.

Comment again if you need anything else. Wishing you all the best!

goto smtp2go.com and create a free account. Once in there create an SMTP account (that is for sending mail). Make sure to copy your SMTP username and password (NOT the account you use to create the main SMTP2GO account, the one you create once you get INSIDE the SMTP2GO website... the SMTP user). Copy all the server settings and then put those in quickbooks and it will work.

Quickbooks support might as well work at Walmart.

This should work:

goto smtp2go.com and create a free account. Once in there create an SMTP account (that is for sending mail). Make sure to copy your SMTP username and password (NOT the account you use to create the main SMTP2GO account, the one you create once you get INSIDE the SMTP2GO website... the SMTP user). Copy all the server settings and then put those in quickbooks and it will work.