How can I add a payment link to the PDF version of an invoice?

Welcome to the Community space, @treasurer-organi. I see that it's very helpful on your end to add the payment link in the PDF version of your invoice. Let me help you direct where you can place it. 

Before anything else, let's ensure to copy the link of the payment in the Payment links option from the Sales tab. Once done, follow the steps below to place the payment link in the correct space of the invoice and show it in the PDF version:

1. Click the + New icon.
2. Choose Invoice.
3. Enter the necessary info on the invoice.
4. In the Message on invoice field, add a note, then paste the link of the payment link you copied earlier.
   
5. Click the Print or Preview below, then view the PDF version. The message, together with the link will be shown below.
   
6. Once done, click Save and close or Save and send.

You might want to learn how to personalize your invoice and manage it, you can check out these articles:

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Convert and estimate into an invoice in QuickBooks Online.
• Set up and send progress invoices in QuickBooks Online.

Thank you for the opportunity to help you today, @treasurer-organi.  Let me know how it goes. We want to ensure we achieve your goal by replying to this post. Have a good day, and keep safe.

Yes, I knew I could add the link in the text box one at a time,  but before my "upgrade" my old QB online Essentials had the option to include a pay invoice button on the pdf.  it was automatic and i looked like the button below at the bottom of the invoice. 

Congratulations on upgrading from Essentials to Advanced, @treasurer-organi. I appreciate the screenshot you've added to elaborate on your concern about the missing Pay invoice button. Worry no more, I'll share the reason why it's not visible on the sales form when creating a PDF file.

Since you recently migrated from Essential to Advanced, it won't automatically do the same for the payment processing. The Pay invoice button on invoices will appear once you connect your Payments account.

Though you mentioned that this button is visible on your Essential account, let's review your Settings to see if it's connected to the Advanced. Otherwise, follow the steps below:

1. Sign in to QuickBooks Online as an admin.
2. Go to the Gear icon, then select Account and settings.
3. Navigate to the Payments tab and click Connect in the Existing account, or Link Merchant Service.
4. Choose the QuickBooks Payment account you want to Connect to.
5. Review the account info to make sure it's accurate before tapping Connect.
6. Once done, sign out and sign back into QuickBooks Online.

If you'd like to set your payment options directly on the invoice or process them accordingly, refer to this article for the complete guide: Take and process payments in QuickBooks Online with QuickBooks Payments.

Once settled, scan these resources to take note of the deposit speed and learn how to troubleshoot if customers see an error when they select Pay Now:

• Find out when QuickBooks Payments deposits customer payments
• What to do if your customers can't pay their invoices online

This information will surely help you get back the missing button on the pdf. If you need more assistance managing invoice payments, add them to this thread. I'll get back to you quickly. Have a great day!

My payments account is connected and working.  

the payments link in the email works fine,  but many of my customers need/want the button on the pdf like we used to have.  

Thanks for following up with the Community, Jward-docacs.

The Pay Now/Pay Invoice button will be visible in the e-invoice email your customers receive. It won't be displayed on the PDF copy of your invoices.

I can certainly understand how an ability to display a functional Pay Now/Pay Invoice button on the PDF copies of invoices could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera icon.
4. Select Next.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

Please don't hesitate to send a reply if there's any questions. Have a lovely day!

Why did Quickbooks remove the payment link button on the PDF?  Is there some way to add it?  Seems like a terrible idea to remove functionality from invoices that customers used to expect.

Hello there, @esamuelson.

I am aware of the advantages for businesses like yours to add a in the PDF version of an invoice. I want QuickBooks Online to have this feature as much as you do.

But this feature is not available in QuickBooks Online. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Go to the Gear icon and select Feedback.
3. Type in your suggestion and click Next.

You may also want to read articles that you can refer in recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

Let me know if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

Just to follow up on this - I sent two invoices from QB Online this morning and one of them had the Pay Invoice Button and the other did not. I messed around with it for about 30 minutes before giving up. I had ACH payment options turned on for both. Had the 'Include Payment Link' button selected. My Bank Accounts are all linked currently. Does it have any thing to do with Taxes on the Invoice because that's literally the only different between these two customers? 

Hey there, @Charlie From Cali. 

Thanks for chiming in on this thread. 

To clarify, with each of the two customer's you describe, are all the invoices doing the same thing? (Example: Customer #1 has the payment link and on every invoice they have the payment link, customer #2 doesn't have the link and on every invoice they still don't have it. Or, is it just happening on one invoice etc.)

This will help us determine a better solution for your business. I'll be waiting for your response!