How do I include a payment link in the email for imported invoices? It works as expected with manually created invoices but not imported invoices

Thank you for the info.

I am using the "import invoices" function in QBO to Import all the invoice information via a csv file - no outside app is being used.  Sounds like you are saying the import invoice function in QBO has no way of flagging the invoice/email with a payment link other than to manually edit each invoice as you have suggested.

I will be loading/importing 60 invoices at a time multiple times a month and it seems my only option is to manually edit each invoice before sending via email until QBO add the function to set the invoice to include a payment link via the import process.

@randy-kanai-gmai 

You may prepare the Invoice data with the payment options with the following template

then utilize an importer tool

https://transactionpro.grsm.io/qbo

Was there ever a solution to this question utilizing the QBO CSV template?  Seems really odd/bad that there is no field to tell an imported invoice to allow a bank or credit card payment.  Especially when the imported file overrides the global setting to allow such payments.  Ideally, the imported file would just follow the global setting, but obviously it doesn't do that.

Hi there @WeldonCreek.

Thank you for your input. I can see how it would be helpful to include a payment link for imported invoices to allow a bank or credit card payment.

I encourage you to add your vote for this one by sending a request within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

Here's how:
 

1. Select the Gear icon at the top, then Feedback.
   
2. Enter your comments or product suggestions then select Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
4. From the drop-down, choose the appropriate category, then select Send message.

For your reference, check out this link: How to Submit Feedback.

In the meantime, you'll want to follow the suggestion provided by my colleague. You may add the payment link after importing them to QuickBooks.

Please let me know how else I can empower you to make QuickBooks work the way your business needs. Thanks for coming to the Community. Wishing you even more success in the future.