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MARIALOX67
Level 1

Can I get a box on my invoice to customers that says pay here? or click here to pay? It use to show up automatically because we allow online payments & now its gone.

I need a box for customer to click to make the payment online.

1 Comment 1
Jayson_E
QuickBooks Team

Can I get a box on my invoice to customers that says pay here? or click here to pay? It use to show up automatically because we allow online payments & now its gone.

Yes, MARIALOX67. You can set up a button to allow your customers to pay for your invoices online in QuickBooks Online (QBO) as long as your QuickBooks Payments is activated.

 

First, please ensure that the Online delivery is set to the Online invoice option in your Account and Settings.

 

Here's how:

 

  1. Go to the Gear icon. Then, Accounts and settings.
    image.png
  2. Select the Sales tab.
  3. Scroll down to the Online delivery section. 
  4. Tick the Invoices checkbox, and select Online invoice from the Additional email options for invoices.
    image.png
  5. Click on Save. Then, Done.

 

In addition, when creating your invoices, ensure that the available Payment options are selected, and the 'Add payment link to PDF' option under the Design tab is enabled. This will include a clickable payment button directly on the invoice PDF that your customers receive.
image.pngimage.png

 

However, if you have already set up these configurations and the payment button still does not appear on your invoices, I recommend contacting our Live support team. They can review your account in real time and help troubleshoot any technical issues preventing the button from showing

 

Should you require additional assistance in QuickBooks, feel free to reply to this thread.

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