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orbiteers1
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

 
17 Comments 17
DivinaMercy_N
Moderator

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

I'm glad to see you here in the Community, @orbiteers1.

 

The option to add the pay now button to statements is currently unavailable. You can only enable it to invoices. To do so, you have to link your Payments account to QuickBooks. If you don't have one, you'll need to sign up for QuickBooks Online Payments.

 

Then, here's how to turn on and send online invoices:

 

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Choose Sales on the left.
  4. Pick within Online delivery
  5. Hit the drop-down under Additional email options for invoices and choose Online invoice.
  6. Tick Save.

onlinepay1.JPGonlinepay2.JPG

For more info about this process, please see this link: Take and process payments in QuickBooks Online

 

Also, to know when QuickBooks deposits customer payments into your bank account, you may check out our deposit times for the QuickBooks Payments page. 

 

Feel free to leave a reply below if you have further concerns about online payments. I want to make sure you're taken care of, and I'm here to help you anytime. Take care always.

TobiE
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Intuit, PLEASE enable "pay now" buttons with emailed statements!

mod912
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

YES! please add this feature and be sure to add it to desktop as well. It is not at all unusual for businesses to generate many invoices per month and then have payment made on the total balance. It's also especially helpful when the statement is being used as a reminder of a cumulative balance due. If payment cannot be made from the statement each outstanding invoice would need to be resent individually in order to have access to the "pay now" button.  Here's hoping this feature is added soon!

Chalcedon
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Yes, please. It looks so unprofessional to ask a big company to pay each invoice separately.

Fiat Lux - ASIA
Level 15

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

@Chalcedon 

You may need a 3rd party payment processor and a connector for QBO as a workaround. 

Karen4120
Level 2

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Please add a pay now button to statements.  It is so unprofessional to send many invoices for payment vs 1 statement.

Karen

PoppyFWC
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Any update from QuickBooks on the multiple requests to add a "pay now" button to statements? Sending "reminders" to customers with multiple overdue invoices is very confusing for the customer.

Mich_S
QuickBooks Team

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Thanks for joining the thread, @PoppyFWC.

 

I'll provide some updates about the Pay Now button and send reminders features on statements.

 

Right now, the option to add the features is still unavailable.  It can only be enabled for bills. You must link your Payments account to QuickBooks in order to do so. You'll need to join up for QuickBooks Online Payments if you don't have one yet.

 

Then, here's how you can turn on and send online invoices:

 

  1. Go to the Gear icon.
  2. Click on Account and Settings.
  3. Hit the Sales menu on the left.
  4. Tick within Online delivery
  5. Click on the drop-down under Additional email options for invoices and select Online invoice.
  6. Hit Save.

 

In addition to that. you can visit the Intuit Marketplace. From there, you can review available applications you can integrate with QuickBooks to have the features you want.

 

Also, you can send feedback to have the pay now button and send reminders feature to be added to QuickBooks. That would be a great addition to the app's current functionality.

 

For future reference, check out this article about payment deposit speed: Find out when QuickBooks Payments to deposits customer payments.

 

Loop me in if you need extra help with this matter. The Community is always open to assistance. Just leave a reply below. Take care!

JFresh305
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Hello, please add the ability for customers to pay multiple invoices at once.  It is ridiculous to make a customer process multiple invoices on net terms accounts.

 

While you're at it, add a feature to make credit card payments optional to customers with an added percentage processing fee.

DCoop
Level 2

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Super unprofessional to make a big corporate customer with multiple invoices pay each invoice separately. C'mon QBO, this is basic, add a payment link for a statement. I'm embarrassed to tell my customers I don't have this option. I will let them know it is QBO, not me.

 

Charies_M
Moderator

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Thanks for keeping in touch, JFresh305.

 

I can only imagine how the option to allow customers to pay multiple invoices at once gives you and your customer convenience. We'll also be taking note of your request on adding the feature that makes credit card payments optional to customers.

 

Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

 

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided by the steps below:

  1. Open your QuickBooks Desktop company file.
  2. Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
  3. Enter your feedback and click Submit.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks.

 

I also want you to get in the loop about the latest news and product developments in QuickBooks. That said, I encourage you to visit our Firm of the future site. To narrow down your search, you can go to the Product & Industry News tab.

 

The Community is always open if you have further questions while managing customer transactions. Have a good one.

Fiat Lux - ASIA
Level 15

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

@DCoop 

QB Payment doesn't offer such feature. Consider having a 3rd party merchant service to do so.

Brent_Norman
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

I invoice one client several times a month for materials and services - I also send them a statement, but Quickbooks online STILL DOES NOT allow my customers to pay from their statement, they have to pay one item at a time.

Why has this not been added to quickbooks yet? its 2023 and some QBO customer have been asking for this for years.

jamespaul
Moderator

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Hello, Brent. 

 

I, for one, would also like to have the option to pay my dues from a statement since it saves me time and clicks. I can see the benefit of this option for you and your customers. 

 

It may still be in the works, or our developers are reconsidering adding the payment links for statements. To be transparent, I'm unable to check the complete roadmap or timeline for this feature.

 

So, in the meantime, I would suggest sending feedback if you haven't done it yet. 

 

Click the Gear icon, then select Feedback

 

For now, we'll want to send those invoices one at a time so your customers would able to pay their dues timely. 

 

If you need to check your aging invoices, I'll include this article if you need help: Run an accounts receivable aging report.

 

I'm all ears if you have concerns regarding your customer statements or invoices. If you have questions about your reports and other entries, let us know and we'll be here to help. 

krmiller
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

What about generating a pay now link using "Payment Links" as a workaround? You can copy the link and paste it into the body of the statement email.

motiv8dtrainer
Level 1

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Is there still no option for clients to pay their statement balance? They have to click each invoice individually?

QueenC
Moderator

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

Hello there, @motiv8dtrainer. I'm here with some updates about receiving payments from clients in QuickBooks Online.

 

For the time being, the ability to have the clients pay their statement balances in QuickBooks Online is unavailable. That being said, we need to go through each invoice to have them pay their payables. I actually think that it's a great idea and would also like to have this feature as this will surely save not just your time, but other users as well who've been wanting to finally utilize this. 

 

To further the request for this feature, I'd suggest sending a request to our Product Developers if you haven't, so this will be taken into consideration in future updates.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.


Feel free to also refer to this link to send your feedback alternatively and track the status of your request: QuickBooks Online Customer Feedback.

 

 Furthermore, I've provided an article that will assist you in accurately recording invoice payments in QuickBooks Online, regardless of whether it's a partial or full payment: Record invoice payments in QuickBooks Online.

 

If you come across any challenges managing your invoices in QuickBooks Online, I would be more than happy to provide further assistance. Simply click on the Reply button, and I will promptly respond to your queries. Take care and stay safe.

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