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ElizaH
Level 1

Can my customer forward their invoice email (with payment link) to someone else to pay the invoice on their behalf?

My company sent an invoice to a customer with a payment link.  The customer would like to forward the email to their employer to pay all or part of it.  If the customer forwards the email, will their employer be able to use the payment link?

5 Comments 5
MJoy_D
Moderator

Can my customer forward their invoice email (with payment link) to someone else to pay the invoice on their behalf?

I can share some information to help you with forwarding the invoice to their employer, @ElizaH.

 

You’ll be the one to send the invoice or payment link to the employer. This way, they can pay it in full or a part of it.

 

Just go back to this invoice that you're referring to and then copy the link. 

 

Follow the steps below:

 

  1. Go to the Sales menu and then proceed to the Invoices tab.
  2. Look for that invoice and click the Receive payment dropdown.
  3. Select the View/Edit option.
  4. Click the Save and new or the Save and close dropdown and choose the Save and share option.
  5. You can copy the link or select the Copy link. They can view and pay for their invoices from the link.

 

They can now pay their invoices online by credit card or ACH bank transfer. 

 

Refer to the following article for more information on how to get a link to share with your customers: Create invoices in QuickBooks Online

 

In case you need to notify customers about upcoming invoice due dates, check the following article on how to send them a reminder: Send invoice reminders automatically or manually in QuickBooks Online

 

Let me know if you need further help in forwarding that invoice and or anything else by leaving a reply below. Keep safe and have a wonderful day!

ElizaH
Level 1

Can my customer forward their invoice email (with payment link) to someone else to pay the invoice on their behalf?

Thank you for that information.  When the customer receives the email, can they forward it to someone else to pay (for example their employer)?  Will the link still work when the email is forwarded from the customer to someone else?

RenjolynC
QuickBooks Team

Can my customer forward their invoice email (with payment link) to someone else to pay the invoice on their behalf?

Thanks for getting back here, ElizaH.

 

Yes, your customer can forward the email, and the other person will be able to review the invoice, then pay it. Just make sure you enable online payments for that invoice, and all they have to do is follow the link in the email.

 

Customers can pay for the invoice by credit card or ACH bank transfer. You can also process the payment in-person or over the phone.

 

To learn more about processing payment for QuickBooks Payments, you can read this article: Take and process payments in QuickBooks Online.

 

In case you need help with other task in QuickBooks Online, you can visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials and more.

 

You can always leave a reply on this thread if there's anything else you need. We're here to help. Take care and stay safe. 

ElizaH
Level 1

Can my customer forward their invoice email (with payment link) to someone else to pay the invoice on their behalf?

Great, thank you for that information.  When the customer receives their invoice email notification with the link, can they forward that email to someone else to pay it for them?  When the customer forwards the email, will the link still work?

Rose-A
Moderator

Can my customer forward their invoice email (with payment link) to someone else to pay the invoice on their behalf?

Hey there, ElizaH.

 

Yes, they can forward the email to someone and the payment link will still work as long as the invoice is open.

 

You can get more details about this process in the following articles below. On the same link, you'll find tips about how to copy the link as well as steps to record multiple and partial payments in QuickBooks Online:

 

Create invoices in QuickBooks Online.

Record an invoice payment.

 

I want to ensure you're all set, so please feel free to leave a comment below if you have other QuickBooks concerns. Cheering you and your business to continued prosperity.

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