Welcome to the QuickBooks family @Anonymous!
Thank you for posting here in the Community. It’s my pleasure to help you create and send an invoice to your customers that allows them to pay you when they choose Pay Now right from that invoice.
Before doing so, you would need to apply for a QuickBooks Payments account and connect it to QuickBooks Online after approval.
To apply for a Payments account:
- Select the Gear icon at the top, then select Account and Settings.
- Select Payments, then Learn More.
- Click Choose Pricing Plan to submit your payments account application to us.
For credit card transactions, you can apply for a QuickBooks Payments account at www.payments.intuit.com.
It takes up to 3 business days to receive an approval email unless further review is needed from the Underwriting team. In the event we need more information, you will be contacted via email. Please check this article for further details: Next Steps After Signing Up for QuickBooks Payments.
Once approved, you have to connect your Payments account to QuickBooks Online.
- Select the Gear icon, then Account and Settings.
- Select Payments,then Connect.
- An additional window or tab opens to an Intuit Payment Solutions branded page.
- Select Next to proceed, then Link account.
- When the account has been successfully linked, you'll receive a confirmation page.
- Select Done.
Finally, here’s how to create and send an invoice:
- Select the Plus icon (+), then Invoice.
- Select the type of payment you'll accept under Online Payment.
- Enter the invoice details, including your customer's email address.
- Select Save and send.
- Review the invoice in the Send email window. You can add any additional information to the subject line and body of the email.
- Select Save and close.
You can also check these articles for more information:
If there’s anything else I can help you with, feel free to post again. I’m always willing to help.
