Payment Link Feature- QB Enterprise

I can share with you some details to guide you in understanding the payment link feature in QuickBooks Desktop. 

Payment links is a QuickBooks Desktop tool that you utilize to receive payments. You can share this with your customer as a way to get paid quickly. 

Now, when your customers click the link, they’re taken to the portal. From there, they enter their payment details as if they were settling an invoice. Your customer won’t be able to change the amount or pay partially. Then, the payments made through these links will show as credits for the customer, not as a sales receipt. What you have to do is to apply them to invoices when you’re ready.

To apply a credit to an invoice, here's what you need to do:

1. Open QuickBooks.
2. When you create the credit memo, make sure you select Customer: Job. 
3. The Apply Credit to Invoice window will open.
4. Choose the credit you want to apply automatically and select Done.
   
   

For more information, please see this resource: Give your customer a credit or refund in QuickBooks Desktop for Windows.

In addition, I encourage you to browse these articles to help you learn more about processing payment using the link in QuickBooks: 

• Take and process payments with QuickBooks Payments.
• Receive and process payments in QuickBooks Desktop

Don't hesitate to leave a comment down below if you have further questions about the payment link feature in QuickBooks. I'll be more than happy to help. Have a blissful day.

Thank you for all this information. 

My understanding is that when payment is made (using Payment Link feature), a credit memo should be entered manually. QuickBooks does not automatically enter the payment as credit memo nor a sales receipts.

Also, does QuickBooks has history of all Payment Link sent to customers? For QBO, this is available. How about in QB Enterprise?

Hello @Justine- Enterprise,

With the payments link, the deposit you'll receive from your customers will be available and can be applied to invoices when ready. With this, you do not need to manually enter them as your customer's credit memo.

That said, here's an article you can read to learn more about the nature of utilizing the payments link feature in QuickBooks: How to create custom Payment Links for your customers?

In the same manner, it is recommended to review the list of created transactions for your customers to determine the history of payments link you've already sent to them.

On top of that, let's also consider reading through this article and learn more about the nature of working with your estimates: Get started with customer transaction workflows in QuickBooks Desktop

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other questions. I'll be here to lend a hand. Stay safe!

What is the fee to use this feature in QB Enterprise?

Hello, daraatdykehouse.

Let me share some insight about the payments feature.

There's no fee for setting up QuickBooks Payments. However, the rates per transaction may vary depending on how they are processed.

You can review the rates in this link: Payments for QuickBooks Desktop.

I'd also like to re-share this article for the detailed instructions in setting up the feature: Take and process payments with QuickBooks Payments.

If you have any follow-up questions regarding the process, or you need help with other task in QuickBooks, please let me know in the comments. I'd be glad to help you out again. Take care!

@daraatdykehouse 

As an additional option, you will need a connector to accept payments on other processors (e.g PayPal, Stripe) 

Once the client has paid the amount on the payment link is there a way to transfer the payment to the firms bank account?

Hello there, @Admin4275.

Allow me to step in and share some clarification about using QuickBooks Payments.

The ACH method is applicable only for customers who want to bank transfer the payment. We don't recommend using QuickBooks Payments to move funds from your bank accounts.

Entering transactions like a bill or invoice will affect your financial data in the system. To ensure your books are accurate, I suggest performing any fund transfer outside QuickBooks.

You can explore the QuickBooks Payments through these links:

• Payments for QuickBooks Desktop

• Find out when QuickBooks Payments deposits customer payments

Feel free to get back to me if you have other concerns with QuickBooks Payments. I'll be around to help out!