Welcome to the Community, @jmmesserli.
Let me share some insights with you about QuickBooks Payment Link.
Payment Link is a QuickBooks Online payment tool that you use to collect payments. Share a link or a QR code with your customer as a new way to get paid. You need a QuickBooks Payment account to process customer payments. If you don’t have a Payments account yet, you can apply when you set up your first Payment Link.
You can customize Payment Links with your business name. Select Customize URL and set this up first. Then, each Payment link you share with your customer will have your customized name as part of the URL.
Here’s how you create Payment Links:
- Select Sales, then select the Payment Links tab
- Enter the following:
- Amount
- Description
- Select a customer or add a new customer
- Customer email
- Select the payment method such as credit card or ACH
- When you're ready, select Send
QuickBooks Online sends an email containing the requested payment details and a Pay button.
Additionally, choose to copy the auto-generated link and share it with your customer via text message or alternative messaging channels. Or share the QR code with your customer in person.
When your customer scans the QR code or selects the link, it takes them to the payment portal. Here they enter their payment details as if they were paying an invoice. Once your customer submits payment, a Sales Receipt automatically generates.
You can view all the Payment Links, details, status, and even send reminders.
Here’s how:
Select Sales, then select the Payment Links tab.
Payment Links are only for a single-use with a single customer. Generate a new payment link per customer payment. Also, be aware that payment links can't follow up on payment for an invoice previously sent. Instead, use invoice reminders.
You may also check on how to Record invoice payments in QuickBooks Online.
Feel free to reach back out to me if I can be of more help with QuickBooks Payment. I'll make sure to get back to you as soon as I can.
