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ryantxr
Level 1

Email invoice from api with link to pay online

I am automating generation and payment of invoices. I have to to the point where I can generate the invoice correctly and email it. However, it only attaches the email. I need the clients to be able to pay online.

I am using the PHP SDK. I found this on the site. 

$invoice = $dataService->FindById("invoice", 1);
$result = $dataService->SendEmail($invoice, "[email address removed]");

I am assuming that this is possible but I just don't know how. Can someone point me to any information on this?

5 Comments 5
Rejeil_O
QuickBooks Team

Email invoice from api with link to pay online

Welcome to Community @ryantxr,

 

I'm happy to assist you today with your concern. You can use QuickBooks Payments to allow your clients pay their invoices online. Here's how:

 

  1. Go to your QuickBooks Online account, and sign in as admin.
  2. Click the Gear icon ⚙, then select Account and Settings.
  3. Choose Payments. In the QuickBooks Payment section, select Learn more

For more details, you can refer to this link: Sign up for QuickBooks Payments.

 

Visit QuickBooks Payment Help Article to learn more about receiving payment through online. Also, for invoicing visit QuickBooks Online tutorial.

 

If you need further assistance, just drop a comment below. I'll be happier to help. Have a wonderful day!

ryantxr
Level 1

Email invoice from api with link to pay online

I am trying to understand how to do this with the API? I am an engineer and I am building custom functionality for my company. This function is supposed to automatically create a customer and an invoice and send it to them with a link to pay. I am currently using a sandbox Quickbooks to test this.

 

Is there a way to use the API to generate invoices with a payment link from the API?

 

Pabz_L
QuickBooks Team

Email invoice from api with link to pay online

Hello, @ryantxr.

 

QuickBooks Online API can be a platform that integrates with financial and transactional data. 

 

To understand more about QuickBooks API, I recommend visiting intuit.dvelopers.com so you will be guided on how QuickBooks API works.

 

Feel free to leave a comment below if you need further assistance. 

ryantxr
Level 1

Email invoice from api with link to pay online

I have already look at that in detail as well as some other information. I have spent the last 5 days going over everything I can find. I was able to use the API to create a customer and an invoice. I can lookup items, customers, payments, and invoices. I can send out an email. However, all this does is to attach the invoice.

I want to be able to use the API to email an invoice that has a pay online option.

LieraMarie_A
QuickBooks Team

Email invoice from api with link to pay online

Thank you for providing additional details, @ryantxr.

 

You may consider adding the API link for online payment on the email message of the invoice. Let me show you how.

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Select the Sales tab.
  4. In the Messages section, click the Pencil icon.
  5. Add the link to the Email message box.

 

You can also create a Custom Form Style and add an Invoice Message/Footer

 

Here's how:

  1. Go to the Gear icon.
  2. Select Custom Form Styles.
  3. Select the New style drop-down arrow and choose Invoice.
  4. In the Content section, click the third Pencil icon.
  5. Add the link on the Add footer text box.
  6. Click Done.

I'd suggest posting your question to our Intuit Developer Support website. This is a different Community for app developers.

 

Here's how: 

  1. Open this link: https://help.developer.intuit.com/s.
  2.  Go to Help and select General Questions.
  3. Select Ask a Question.

 

If you have other concerns, please let us know. Have a great day.

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