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marie76
Level 1

How do i embed qb payment link in ar workflow

 
4 Comments 4
Clark_B
QuickBooks Team

How do i embed qb payment link in ar workflow

It's a great idea to attach a payment link in the workflow, @marie76. Below, I'll impart a few details about linking it to the workflow.

 

Currently, the feature to embed QuickBooks Payments links into the workflow is unavailable. As a workaround, you'll have to manually create and send a payment link to your customer.

 

Additionally, you can generate a Sales by Customer Detail report to gain an overview of your business and receive specific information on each customer's purchase history.

 

Please feel free to ask if you have any other concerns about payment links or workflows. I'm always here to help.

marie76
Level 1

How do i embed qb payment link in ar workflow

Well that doesn't make sense since I know other companies can do this. Should I just switch to the Workflow's payment link and make my life easier?

Candice C
QuickBooks Team

How do i embed qb payment link in ar workflow

Good evening, @marie76

 

Thanks for reaching back out and expressing your concerns. 

 

We understand that this would be beneifical for your business. However, we do recommend submitting feedback to our Product Developers so they can consider adding this as a feature in QBO. 

 

Select the Gear icon in your account and then Feedback to submit your suggests successfully. 

 

I hope this helps answer your questions. I'm only a post away if you need me again! 

marie76
Level 1

How do i embed qb payment link in ar workflow

So 1st.. that's not my job... So you feel free to submit my feedback. 2nd You are already doing it for other clients. 3 my options are you figure it out or I will use the Fenix pay link AR Workflow has embedded in the emails and texts and save myself and my team a ton of time and effort

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