I am new to QB Payments and have tried all of the instructions for setup etc. However, in the emails I am sending invoices to clients, there is no "Pay Now" button only the following with a long URL:
Dear Customer :
Your invoice is attached. Please remit payment at your earliest convenience.
Thank you for your business - we appreciate it very much.
*** Pay this invoice online ***
Pay Now >
Would appreciate help in resolving this.
I'm here to help you with your concern, Cpa3917.
You can follow these steps on how you can add the pay online link or button to the invoices:
Once done, try to send a test invoice to your email address and check if the Pay Now button is already available.
If it didn't make any difference, I suggest reaching out to our Payments support. This way, a live agent can take a better look at it.
You're always welcome to post in the Community if you have other concerns. We're around to help you. Take care!
Thanks for your response-I had already done what you suggested but there is still no Pay Now button showing up on the invoice or in email to customer. I did as you suggested and tried to do a chat with QB Payments, but every time I submit my query it just hangs on a white screen with no further action etc.
Is there a direct line for customer support on this type of issue? Should I call the rep that recently set me up with QB Payments?
Thanks for following up with the Community, cpa3917. I appreciate your detailed information.
Since you're unable to get in touch with our Customer Care team through your Chat with us option, I'd recommend contacting them from QuickBooks.
Once you're in touch with an agent, they'll be able to pull up your account in a secure environment and conduct further research with you. Be sure to review their support hours so you'll know when agents are available.
I'll be here to help if there's any additional questions. Have a wonderful Wednesday!
ZachE-I called my QB rep and he thinks its an email setting I am using that is preventing the URL from becoming the Pay Now button but he wasn't sure of how to fix. Do you have any ideas on this?
ZachE et al:
I was able to figure out that the issue appears to be in QB preferences in Send Forms options. There does not appear to be any option for Mozilla Thunderbird other than Plain Text for sending forms, which I assume is why the Pay Now button etc wasn't showing up. When I tried sending forms using GMail it worked properly.
Can you just confirm that there is no HTML option for Thunderbird?
Hello there, @cpa3917.
Glad to hear that you've already figured out the issue.
In QuickBooks Desktop, Mozilla Thunderbird Email Client supports the plain text version.
To know more about setting up your email service, see the below articles:
Keep me posted if you have other questions about sending forms through QuickBooks. I'm always here to help.