Adding a payment link when batch processing invoices.

I forgot to add that I'm doing QBDT 2021 using an Intuit merchant account for credit card payments.

I value your interest in adding a payment link when batch-processing invoices in QuickBooks Desktop (QBDT), ecsproull. Let me share some insights about this feature.

Payment links are only for a single use with a single customer. We can only add a payment link when creating a single invoice in QBDT. I understand how important it is for you to add a payment link when tracking batch invoices or to your default invoice template. While the option is unavailable, you may have to generate a single invoice one at a time or create custom payment links for your customers manually.

1. Open your QBDT file.
2. Go to the Customers menu, then select Payment links. You can also use the Payment links icon on the home screen.
3. Enter the necessary details.
4. Tap on the Send Payment link button.

You can also run through the resources from these materials for more tips about the process: 

• Payment links for QuickBooks Desktop
• How to use payment links in QuickBooks Desktop

Alternatively, you may utilize a third-party application that supports adding a payment link when processing batch invoices. You can search for one from this website: Apps for QuickBooks Desktop.

When your customers settle their open invoice, enter the payment through the Receive Payment window.

If you have follow-up questions while working with your customers' invoices, please leave a comment below to notify me. I'm just a few clicks away to help you once more. Stay safe!

While there is no place to specify this when creating batch invoices, it appears to get added automatically. I only create a batch of invoices at the new year to collect our memberships dues for the year. Has anyone else experienced this behavior before? There is no way I was going to create 800 individual invoices. 

Process:

Batch create the invoices to be mailed later.

Using the Send Forms to send the invoices after they are created.

Payment links appear in the emails.

Hi there, ecsproull.

We hear your thoughts about being able to add a payment link when batch-processing invoices. However, the option to do so is not yet available in QuickBooks Desktop (QBDT). In the meantime, you may consider looking for a third-party app to help you add payment links when batch-processing invoices.

We recognize that each company has unique needs, and I know how the feature you're looking for would benefit and empower your business. I'd recommend submitting your feedback to help improve the program by going to the Send Feedback Online feature in QuickBooks Desktop.

You can also visit this page or the What's New section on your QuickBooks Desktop to get updates on our latest news about product improvements.

If you want to customize your form styles in the future, you can check this article for a guide: Use and customize form templates.

Let me know if you have other concerns about creating invoices in QuickBooks. I'll get back to you right away. Have a great day.