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Crating a payment link

Is it possible to create a payment link in Quickbooks that I can attach to an advanced payment request from another program like excel?

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QuickBooks Team

Crating a payment link

I'll share some details about the payment options, rickyd.

 

If you have QuickBooks Payments connected in your QuickBooks Desktop, you can create a payment link by following these steps:

 

  1. In your QuickBooks, click Customers Create Invoices.
  2. Select the customer from the Customer: Job drop-down menu. Note: Make sure there's an email address in the Email field.
  3. Next to Your customer can pay online using, review the online payment options available. If you want to change the payment options for this invoice, select the Change link. Put a check mark on options you want to make available. Then Hit Save.
  4. Add the products and services you need to sell and fill out the rest of the invoice.
  5. Click the Main tab located in the upper left corner of the invoice form.
  6. Select the Email drop-down, then choose Invoice.
  7. Review the invoice message. When you’re ready, click Send.

Otherwise, sign up for QuickBooks Payments and enable the payment options by following these steps:

 

  1. Go to Edit > Preferences.
  2. On the left panel, select Payments and then the Company Preferences tab.
  3. In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
  4. Click Apply to existing customers.

After your payments account is connected, you can send your customers an invoice that includes a link to pay online.

 

You can read this article for more information: Send online invoices in QuickBooks Desktop.

 

Please let me know if you need anything else or you have other concerns with QuickBooks Desktop. I'm here to help you out again. Thanks.

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