Send Payment links in QuickBooks
Payment links allow you to collect payments from customers by sharing a custom link. You can send this link via email, text message, or other messaging channels to receive payment in advance or without an invoice. Customers can use the link to enter their payment details and complete the transaction immediately.
You'll need to have QuickBooks Payments to create and use payment links. If you don’t already have a QuickBooks Payments account, you can apply for one.
Prerequisites
- You must have an active QuickBooks Payments account to create and use payment links.
- If you do not have an account, you can apply for one within the product.
QuickBooks Desktop
The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.
Let customers pay you anytime and manage all your payments in one place with QuickBooks Payments.
Payment links allow you to create and share a link or QR code with your customers to collect payment.
Let’s go over how to set up payment links, and then check on their status and edit them.
To create a payment link, select 'Payment links'.
If you already have a QuickBooks Payments account, select “Create my link” to make your first link.
If you don’t have a payments account, you can sign up for one here by selecting ‘Get started’.
There’s also a link to a video to show you how at the end of this one.
You can customize your payment link URL by entering your business name if you’d like.
This step is optional.
Next, choose the kind of link you want to create.
Use a one-time use payment link if you want a specific customer to pay for products or services.
Use a multi-use payment link if you repeatedly sell the same products and services to more than one customer. After you create the link, you can share it with multiple customers or on social media.
Payment links work great if you expect customers to pay you on the spot or within a day or two online.
If you need to create an invoice to give your customer more time to pay or provide more details,
then you should add an online payment option to your invoice instead.
Here is a link to a separate video that will show you how.
Select Next.
Next, enter the amount you want your customer to pay and a description of what they are paying for.
Note that your customer will see this description.
Select this option if you’re delivering the product after you’re paid.
Choose how you want your customer to pay you.
Once everything looks good, select “Create link.”.
Now you have the option to copy your payment link to send it through an email, or text message.
You can also post a multi-use payment link to social media or email campaigns
Or display your Payment link as a QR code to allow customers to scan it and pay right in front of you.
When your customer selects your payment link they’ll go to a page where they can pay you.
From here they can choose their preferred method of payment.
And don’t worry, they don’t need to have a QuickBooks account to pay.
Once they pay you, you’ll receive a confirmation email.
Select Payment links to view the status of your links such as viewed, sent, paid, and deposited.
You can choose to view your one-time links…or multi-use links.
You can also see if any errors have occurred, or if customers have run into problems using your links.
For one-time links you can send reminders. And for either type of link you can view link details, and edit your link if it hasn’t been viewed by a customer yet.
If your customer has paid using the link, you’ll be able to view the sales receipt created for that transaction.
Now, you’re ready to get paid quickly anytime, anywhere by creating a payment link.
Create and send a payment link
Payment links in QuickBooks Desktop work once and expire after the customer pays you.
- Go to the Customers menu and select Payment Links. You can also select the Payment Links icon on the home screen.
- Enter the Amount and Description.
- Select a customer or add a new customer.
- Enter the Customer email.
- Select the payment method (for example, credit card or ACH).
- Select Send Payment Link.
QuickBooks sends an email with the payment details and a pay button to your customer. You can also copy the link to share it via text or other messaging channels. When the customer pays, you receive a confirmation email.
View the Payments links dashboard
The dashboard allows you to view details, status, and send reminders.
- Select the Customers menu.
- Select Payment Links to view the dashboard.
Note: Payments made through these links appear as customer credits in your books. You must apply the credit to an invoice to update your books.
QuickBooks Online
The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.
Let customers pay you anytime and manage all your payments in one place with QuickBooks Payments.
Payment links allow you to create and share a link or QR code with your customers to collect payment.
Let’s go over how to set up payment links, and then check on their status and edit them.
To create a payment link, select 'Payment links'.
If you already have a QuickBooks Payments account, select “Create my link” to make your first link.
If you don’t have a payments account, you can sign up for one here by selecting ‘Get started’.
There’s also a link to a video to show you how at the end of this one.
You can customize your payment link URL by entering your business name if you’d like.
This step is optional.
Next, choose the kind of link you want to create.
Use a one-time use payment link if you want a specific customer to pay for products or services.
Use a multi-use payment link if you repeatedly sell the same products and services to more than one customer. After you create the link, you can share it with multiple customers or on social media.
Payment links work great if you expect customers to pay you on the spot or within a day or two online.
If you need to create an invoice to give your customer more time to pay or provide more details,
then you should add an online payment option to your invoice instead.
Here is a link to a separate video that will show you how.
Select Next.
Next, enter the amount you want your customer to pay and a description of what they are paying for.
Note that your customer will see this description.
Select this option if you’re delivering the product after you’re paid.
Choose how you want your customer to pay you.
Once everything looks good, select “Create link.”.
Now you have the option to copy your payment link to send it through an email, or text message.
You can also post a multi-use payment link to social media or email campaigns
Or display your Payment link as a QR code to allow customers to scan it and pay right in front of you.
When your customer selects your payment link they’ll go to a page where they can pay you.
From here they can choose their preferred method of payment.
And don’t worry, they don’t need to have a QuickBooks account to pay.
Once they pay you, you’ll receive a confirmation email.
Select Payment links to view the status of your links such as viewed, sent, paid, and deposited.
You can choose to view your one-time links…or multi-use links.
You can also see if any errors have occurred, or if customers have run into problems using your links.
For one-time links you can send reminders. And for either type of link you can view link details, and edit your link if it hasn’t been viewed by a customer yet.
If your customer has paid using the link, you’ll be able to view the sales receipt created for that transaction.
Now, you’re ready to get paid quickly anytime, anywhere by creating a payment link.
Create and send a payment link
- Go to All apps, then Sales & Get Paid, then Payment links (Take me there).
- Select Create a link.
- Select the link type and select Next:
- One-time payment link: Works once and expires after use.
- Multi-use payment link: Works for multiple customers and can be used repeatedly.
- Select Customize now to add your business name if desired.
- Enter the Amount and Description.
- Select the payment method.
- Select Create link.
Distribution options include:
- Copy and paste the link into an email or text message.
- Select QR Code for customers to scan and pay in person.
- Post a multi-use link to social media platforms like Facebook or Twitter.
- Create a buy button for your website.
Manage payment links
To view the status of your links, go to Sales & Get Paid, then select Payment links. Use the Actions column to:
- Send reminder: Remind a customer to make a payment.
- View details/Edit: Modify a link if it has not been used.
- View: See issues customers reported with multi-use links.
Important considerations
- Partial payments: Customers cannot change the amount or pay partially.
- Receipts: A receipt is automatically generated after payment is submitted.
- Invoices: Payment links cannot be used to follow up on previously sent invoice payments.
- Bookkeeping (Online): Payments made via links appear as sales receipts. For multi-use links, the customer is listed as "not specified," but you can find the name in the sales receipt description.
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