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Hi @idamar1,
I'll walk you through the steps to ensure your customer can pay your invoices through QuickBooks Payments.
Here's how:
Additional details on sending e-invoices in QuickBooks Desktop can be found here: Send online invoices in QuickBooks Desktop.
In case your Outlook no longer appears as an option in the Send Forms page, check out this article: Fix Outlook is missing in send forms preferences. It lists possible reasons why you have that issue, as well as different solutions you can take.
Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you.
Hi @idamar1,
I'll walk you through the steps to ensure your customer can pay your invoices through QuickBooks Payments.
Here's how:
Additional details on sending e-invoices in QuickBooks Desktop can be found here: Send online invoices in QuickBooks Desktop.
In case your Outlook no longer appears as an option in the Send Forms page, check out this article: Fix Outlook is missing in send forms preferences. It lists possible reasons why you have that issue, as well as different solutions you can take.
Have other questions in mind? Place them in the comments below, and I'll be sure to get back to you.
So I had an existing customer I activated this feature on today. The customer called and asked if they could pay online this time. We typically have this feature off because we don't want the fees. If they want to pay this way we pass the fee on to them.
When I tried to send the existing invoice, there was no link in the email. Long story short, I had to duplicate the invoice and delete the previously made one and the link showed up when I emailed it. Maybe someone will have the same circumstance and find this comment helpful.
Basically, you need to create a new invoice AFTER turning this feature on.
So I had an existing customer I activated this feature on today. The customer called and asked if they could pay online this time. We typically have this feature off because we don't want the fees. If they want to pay this way we pass the fee on to them.
When I tried to send the existing invoice, there was no link in the email. Long story short, I had to duplicate the invoice and delete the previously made one and the link showed up when I emailed it. Maybe someone will have the same circumstance and find this comment helpful.
Basically, you need to create a new invoice AFTER turning this feature on.
It's great to have you here, ccmanager.
Thank you for participating in this thread and for sharing this useful information.
Please keep in mind that the Community is also available to assist you if you have any additional questions or concerns about processing payments and managing your invoices. Take care and have a wonderful day!
I have been struggling with this problem since I upgraded my account a year ago. I have followed all of these steps, multiple times, as well as creating a new invoice after updating the customers payment options. The pay link still is not showing up when I send the invoice. It shows in all of the "view" options, but not once I go to "Review and Send".
Thank you for joining the thread, @ReviveGardens.
I see how important is for the payment link to be shown in the invoice you've sent to your customer. Let me help you fix it.
Verifying and rebuilding your data is a good start when it comes to fixing transaction-related issues in QuickBooks Desktop.
To Verify Data:
To Rebuild Data:
Afterward, try to send an invoice to your email and check if the option to View and Pay Now button is available.
However, if the same issue occurs, I'd highly recommend reaching out to our live QuickBooks Desktop Support. They have the tools to help them pull up your account and check what is the root cause of your invoice issue.
To learn about the support package, there are certain issues that are free of charge regardless of the product. You can read through this article: Intuit QuickBooks Desktop & Point-of-Sale software support policies.
If additional assistance is needed with managing your invoices. Never hesitate to reply to this post. Take care!
Hello. Thank you for the reply on fixing this issue. Unfortunately, the issue is with quickbooks online and not the desktop version. Is there another way to get it working with the online version?
Thank you for your time.
Hello. Thank you for your reply. Unfortunately the issue is with the quickbooks online version, not desktop. If you have any guidance for that version, that would be great. Thank you for your time.
Hello there, @ReviveGardens,
Let me clarify some information about the pay link not showing when sending invoices in QuickBooks Online (QBO). If you want to review the invoice and see the link, you might be referring to the Save and share link option. Clicking Save and send only lets you view the invoice and gives your customers the Print or save on their end.
Here is the virtual reference of their differences:
Save and send
Save and share link
If you want your customers to have the Review and pay option, you may need to turn on the QuickBooks Payment feature.
Here's how:
1. On your QBO account, go to the Gear icon and select Account and Settings.
2. Go to the Payments tab.
3. Click Learn more in the QuickBooks Payment section.
4. Select Set up Payments.
For detailed information, kindly visit: Sign up for QuickBooks Payments.
In addition, make sure to choose the Online invoice email option on the Online delivery settings. Here's how:
1. In the Account and Settings page, go to the Sales tab.
2. Then locate the Online delivery section.
3. On the dropdown, select Online invoice.
4. Once ready, click Save.
I'll also add this article you can read if you want to personalize and add specific info to your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let us know if you require further assistance with sending invoices in QBO. The Community team always has your back. Keep safe!
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