cancel
Showing results for 
Search instead for 
Did you mean: 
brian-aaestimate
Level 1

I am new to QB. Trying to get a payment link/option set up on invoices

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I am new to QB. Trying to get a payment link/option set up on invoices

Do you have the QuickBooks Payment account or another payment processor?

Catherine_B
QuickBooks Team

I am new to QB. Trying to get a payment link/option set up on invoices

Hello there, brian-aaestimate.

 

I can help you get a payment link to your invoices. 

 

If you have QuickBooks Payment just what Fiat Lux - ASIA wanted to clarify, you need a QuickBooks Payments account to process customer payments. If you don’t already have a Payments account, you can apply when you set up your first Payment Link. If you always have an account, you can follow these steps on how to create payment links: 

 

  1. Select Sales, then select the Payment Links tab
  2. Enter the amount, description, customer, and email, and then the payment method.
  3. When you're ready, select Send.

For more details, you can click here.

 

However, if you have a third-party app that you process customer payments to, you can contact them directly. They can walk you through how to integrate your invoices and payments to QuickBooks. 

 

Let me know if you have other questions. Take care!

Need to get in touch?

Contact us