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Adding pay now button to emailed invoice

How do I create a pay now hyperlink in the emailed invoice?

11 Comments
QuickBooks Team

Hello, Shalo! Let me help you add a pay online link to yo...

Hello, Shalo!

Let me help you add a pay online link to your emailed invoices.

Here's how to change online payment options for your company:

  1. Go to Edit, then Preferences, and click Payments.
  2. Select the Company Preferences tab.
  3. In the Online Payments section, check the boxes for the methods you would like to enable for your company, and click OK. These options will be set as the default for all new customers you create.
  4. If you would also like to apply these settings to existing customers when prompted, select Apply to Existing Customers.

To send a payment-enabled online invoice:

  1. Create an invoice and enter the required information.
  2. Make sure the payment options that you want your customer to you to use are enabled in the Online Payment section in the bottom left of the invoice.
  3. Review the invoice in the preview area.
  4. Click Send.

For more information with electronic invoices, you can go to Help > QuickBooks Help, and then type eInvoicing. Just click the link under Answers in Help. (Refer to the screenshot attached.)

We'd be glad hearing from you soon, please let us know if you need further assistance. Have a great day!
Not applicable

Re: Hello, Shalo! Let me help you add a pay online link to yo...

Does this work with Quickbooks for Mac desktop? 

 

From what hat I can tell QB Mac Desktop has no way to email an invoice and accept payment.

QuickBooks Team

Re: Hello, Shalo! Let me help you add a pay online link to yo...

Hey ericwalkertn,

 

Welcome to the Community. I'm here to provide information about accepting payments online in QuickBooks Desktop for Mac.

 

Right now, the ability to accept payments online is only available in the Windows version of QuickBooks. Since this is not yet available on Mac, I recommend sending feedback directly to our Product Development team.

 

We're looking forward to your feedback, so please send them through this link:

 

https://sfloop.intuit.com/j/feedback?product=QuickBooksMac&version=2016&release=R28&subproduct=Pro

 

Please don't hesitate to post any questions that you need help. The Community is always around to assist you.

Not applicable

Re: Hello, Shalo! Let me help you add a pay online link to yo...

I was not propted to add to existing customers. How do I rectify this for all existing customers?

Moderator

Re: Hello, Shalo! Let me help you add a pay online link to yo...

Thanks for joining this conversation, @menglishpoolworld.

 

Allow me to chime in for a moment and share some additional information about the online payment option on your company preferences in QuickBooks Desktop (QBDT).

 

If this is the first time you enable this option, it'll automatically apply to all your existing customers on file. The prompt will only show if you have already turned this option on before, and you're trying to make changes in the settings.

 

For your reference, you can also check out this article for more information: Create invoices with payment link.

 

That should answer your concern for today. Post again or leave a comment if you have any follow-up questions. I'm always here to answer them. Take care and have a good one!

Not applicable

Re: Hello, Shalo! Let me help you add a pay online link to yo...

Hi, I have the essential plan but I cant see anywhere in my account where I can accept online payments or add a pay not button link to my invoice. I tried following the instructions but its nowhere to be seen in my account
Moderator

Re: Hello, Shalo! Let me help you add a pay online link to yo...

QuickBooks Payments is an add-on service, Thomas.

 

I can show you how to sign up within your QuickBooks Online account. Here's how: 

  1. Click on the Gear icon.
  2. Choose Account and Settings.
  3. In the Payments section, click on Learn more.
  4. Complete the company information.
  5. You'll then be routed to this QuickBooks Payments page. From there, click on Add QuickBooks Payment

The application will take about 24-28 hours, and you will be notified via email once it's approved. From there, you can start sending invoices with the Pay Now button. 

 

I've got here a Community link where you can see more knowledge-based articles about QuickBooks Payments. If you have sometime, please feel free to read them: https://community.intuit.com/browse/quickBooks-online-payments.

 

Let us know how we can help you further by posting more questions. Have a great day! 

Frequent Explorer *

One user in QB Enterprise Multi-User is not able to add the payment link

I have a client where multiple employees e-mail invoices to Customers.

 

Sometimes they want the payment link on the Customer invoices but other times they don't.

 

All employees are able to send the invoices and selectively allow customers to pay by credit card or bank transfer EXCEPT one employee.

 

That employee always has to ask for another employee's credentials when she tries to add the payment link, but the client has not been able to find where to change permissions so this employee can add the payment link.

 

How do they give this employee access like the others?

QuickBooks Team

Re: One user in QB Enterprise Multi-User is not able to add the payment link

Great to see you here in the Community, @NumbersNC.

 

Great to see you here in the Community. I'm here to help you change the user's permission to a specific employee, allowing her to add the payment link on customer invoices.

 

Here's how: 

 

  1. Go to the Company menu.
  2. Choose the Users, then click Set up Users and Roles.
  3. Click the Role List tab.
  4. Create a new role on the Users and Roles window.
  5. Choose the Role Access and the Area Access Level.
  6. Click OK.
  7. Click the employee, then click Edit  in the User List tab.

You can now assign the role you created to the specific user. Once done, Click OK.

 

As additional reference, read through our help article about users and restrictions for QuickBooks Desktop Enterprise. It guides on how to add, edit, and troubleshoot user login and restrictions.

 

Don't hesitate to post again for your other concerns. It's always our pleasure to help. 

Frequent Explorer *

Re: One user in QB Enterprise Multi-User is not able to add the payment link

@katherinejoyceO ,

Thanks for your quick reply but as I am sure you are aware, QB Enterprise is a Desktop product not QBO.  Am I mistaken that your reply is covering exclusively directions for QBO?  

Anonymous
Not applicable

Re: One user in QB Enterprise Multi-User is not able to add the payment link

Thank you for the follow-up, @NumbersNC.

 

I can help guide you on how to edit user permissions in QuickBooks Desktop.

 

Here's how:

  1. Go to the Company menu.
  2. Select Users and click the Set up Users and Roles.
  3. On the Users and Roles window, you can create a new role by clicking the Role List tab.
  4. On the New Role window, you have the option to choose the Role Access and the Area Access Level.
  5. Click OK when done.
  6. On the User List tab, select the employee and click the Edit tab. From here, you can assign the role you created to this specific user.
  7. Click OK when done.

 

 

 

You can also refer to this helpful blog: Users/Roles in QuickBooks Enterprise Solutions.

 

That should do it. For other related articles you can use in the future, you can check out this link: Account management for QuickBooks Enterprise Suite.

 

Let me know if you have other questions about user access. I'll be here to help.

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