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Buy nowYou are not up to date then because emailing combined invoices is an option in QB and has been for some time. The problem is the Quick Pay links are not attached.
Hi Nancy - to lessen your frustration, do yourself a favor and just ignore the responses from anyone who identifies as a member of the QuickBooks team. All they do is copy and paste a 'solution' which usually has nothing to do with your question and/or the issue at hand.
Here at my company we applied the solution which I noted in my original couple of posts and it seems to have solved the issue. I have a recent new employee and initially when she created invoices the payment link was not showing up when we emailed them out. So using the Intuit Account User Management process I changed her Intuit user role to include Secondary Admin permissions (I think there might also be a Payments or Payment Processor permissions, but those do not show up for us and of course nobody from QB could explain why or how to get them to show up). Now when she creates invoices, the payment link does appear on the invoices - whether we send them individually or in a batch with some emails including multiple invoices. You need to have at least Secondary Admin rights in order to make the permission changes, but that is all we did and now everything seems to work as it is supposed to. The only caveat is to make sure the person is logged into his/her online Intuit account - someone else had mentioned this in this thread as well.
Thanks for your help! we will try it.
I have been having this same issue since 2020 and it's still not fixed.
The issue happens with the same customers every time.
I have about given up fixing this issue. Multiple calls to support were fruitless.
This month when I send invoices, I will have to send only one invoice per customer at a time.
Thank you for joining in the thread, @cjfig. To assist you further, I highly suggest reaching out to our Live Support Experts again, as they have the necessary tools to review your invoices in detail.
To begin, If you have the case number from your previous interaction with our Live Experts, you can share this with them. This will save you time and ensure you don’t have to repeat the steps you’ve already taken.
Here's how:
You can browse this article to learn available support options and their operating hours: Support hours and types.
Additionally, you can visit this article to learn how to receive and handle customer payments for invoices and in-person sales: Take and process payments in QuickBooks Desktop.
If the issue persists after reaching out to our Live Support Team, don't hesitate to return to this thread for additional assistance, cjfig. Have a good one.
Please see what I wrote above. Ignore any responses from the QB/Intuit team. All they do is provide canned answers and/or try to get you to use billable support. I don't know if my solution will apply to your particular situation but it did solve the issue at my current company. Thank you.
I went through the whole process you described. It did NOT work. My "View and Pay" button is just missing.
Thank you for diligently following all the troubleshooting steps outlined in the thread, Jressler. Your attention to detail is commendable. To delve deeper into this issue, I will connect you with our Live Support team.
Since this issue persists after doing all the recommended steps, I suggest contacting our live support team. They are equipped with the necessary tools and expertise to identify the causes of the problem and apply the most suitable solution for your needs.
Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support.
Once you're able to access the View and Pay options for invoices, make sure to record the payments and link them to their respective open invoices. This process ensures that each invoice is accurately matched with its corresponding payment, facilitating precise record-keeping.
I am just a few clicks away for any queries you may have regarding your sales management. I am more than willing to assist you to the best of my ability.
I am sorry to hear that. It definitely worked for us. I fear that you will not find a solution given that nobody from QB/Intuit has offered a serious one in the 5 years since this thread originally started. Maybe try having different people create the invoices to see if the 'View and Pay Now' link shows for any of them. Then you may be able to see how that person is set up and replicate it.
Yesterday I tried to send the two invoices for the same customer one at a time.
That did not work.
In may case this happens when I have a recurring invoice and a labor invoice going to a customer.
Yesterday I batch sent all recurring invoices.
Then I set all of the labor invoices. This did not fix the issue.
My wife suggesting unchecking combining multiple invoices into one email.
Unfortunately, I can't try this until the next time I have to batch send invoices.
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