How do I create a pay now hyperlink in the emailed invoice?
Let me help you add a pay online link to your emailed invoices.
Here's how to change online payment options for your company:
To send a payment-enabled online invoice:
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.)
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.
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:
Please don't hesitate to post any questions that you need help. The Community is always around to assist you.
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!
QuickBooks Payments is an add-on service, Thomas.
I can show you how to sign up within your QuickBooks Online account. Here's how:
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!
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?
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.
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.
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?
Thank you for the follow-up, @NumbersNC.
I can help guide you on how to edit user permissions in QuickBooks Desktop.
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.