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yaniv-blueradii-
Level 1
posted
‎April 12, 2024 01:11 PM
last updated ‎February 09, 2026 11:00 PM

How can we send a customer a request/link, without sending an invoice, to just add their ACH/CC information?

 
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Best answer April 12, 2024
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Best Answers
ErwinQ
QuickBooks Team
QuickBooks Team
‎April 12, 2024 03:00 PM

How can we send a customer a request/link, without sending an invoice, to just add their ACH/CC information?

In the meantime, this is not possible in QuickBooks Online, Yaniv.

 

To proceed with the payment process, you are required to generate an invoice for the customer. However, please note that we are unable to provide a link to the customer for entering their credit card information. Therefore, they'll have to manually enter the required details in QuickBooks Online.

 

I've included some articles that are useful for you in managing your transactions for future reference.

 

 

If you have any questions or need further assistance about managing your customer transactions, feel free to visit this page and add comments. I'm here to help. Have a great day!

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3 Comments 3
ErwinQ
QuickBooks Team
QuickBooks Team
‎April 12, 2024 03:00 PM

How can we send a customer a request/link, without sending an invoice, to just add their ACH/CC information?

In the meantime, this is not possible in QuickBooks Online, Yaniv.

 

To proceed with the payment process, you are required to generate an invoice for the customer. However, please note that we are unable to provide a link to the customer for entering their credit card information. Therefore, they'll have to manually enter the required details in QuickBooks Online.

 

I've included some articles that are useful for you in managing your transactions for future reference.

 

 

If you have any questions or need further assistance about managing your customer transactions, feel free to visit this page and add comments. I'm here to help. Have a great day!

Reply Join the conversation
LDO
Level 6
2 weeks ago

How can we send a customer a request/link, without sending an invoice, to just add their ACH/CC information?

Can the original poster not use Intuit GoPay to accomplish the task?   You do not have to send an invoice to the customer to get payment.

 

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Raldwin_D
QuickBooks Team
QuickBooks Team
2 weeks ago

How can we send a customer a request/link, without sending an invoice, to just add their ACH/CC information?

Hi there, @LDO.

 

I noticed that you've posted a duplicate question that my colleague, ZackE, has already addressed. If you haven't checked the original response yet, you can access it via this link: https://quickbooks.intuit.com/learn-support/en-us/payments/gopay-send-customer-a-link/01/1599568#M63....

 

If you need further clarifications, feel free to leave a comment below. We'll assist you promptly.

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