cancel
Showing results for 
Search instead for 
Did you mean: 
NealRM
Level 4

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

 

I also tried sending a share link to the invoice, for some reason that also doesn't include a link to pay. 

 

Come on people, those are areas that clearly should include a link to pay. It's not rocket science, just simple common sense.

6 Comments 6
Anonymous
Not applicable

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

It's nice to have you here in our forums today, @NealRM,

 

I can share some information about the payment link on your customer's invoices. Typically, when you enable your account for e-invoicing, the Pay Now button is added to the invoice or reminder sent to the customer.

 

If the link becomes unavailable on your online invoices, it's possible that the email preference is set to HTML or Plain Text. Let's try checking your Account and Settings and see if there are changes made to your Sale Preferences. Follow the steps below:

  1. Go to the Gear icon at the top.
  2. Choose Account and Settings.
  3. Tap the Sales menu.
  4. Click the Online Delivery section.
  5. In the Additional email options for invoices drop-down, choose Online invoice.
  6. Select Save, then Done.

Once done, try sending the reminder again. Here's how: 

  1. Click the Sales menu and go to the Invoices tab.
  2. Click into Overdue Invoices from the Money Bar. All invoices that are overdue will appear on the left-hand side.
  3. Select the box field next to the invoices that need to be sent to customers.
  4. Click the Actions drop-down button and choose Send reminder.
  5. Click Send.

Once your client receives the email, have them click the Review and Pay button to open the invoice details. At the top-right section of the electronic invoice, click Pay Now.

 

That's it! You can now send online invoices. You may refer to this article to know more about the process: How to let my customer pay their invoice online

 

Please update me on how it goes, @NealRM. I want to make sure you're able to get past this online invoicing issue. I'll be around to lend you a helping hand. Have a good one!

NealRM
Level 4

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

Thank you for the reply. It appears that for that invoice the payment options were turned off. Not sure why. They are on for all the other invoices I sent. 

RCP11
Level 1

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

Is that for Payment reminders set up in either account and settings menu or in the custom workflow?

 

will either of those send reminders with the ability to click and pay the invoice?

RCP11
Level 1

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

Is that for Payment reminders set up in either account and settings menu or in the custom workflow?

 

will either of those send reminders with the ability to click and pay the invoice?

RCP11
Level 1

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

Also, is there a way to view what the customer will see for emails sent to customers from both the workflow email and the payment reminder email?

JoesemM
Moderator

Is there a way to have an invoice link included on the reminders without have to cut and paste it in every time?

Thanks for joining this thread, @RCP11.

 

Yes, the payment reminders can be set up either Account and Settings menu and Customers workflow. To send reminders through the invoice and customers tab, follow the steps below.

 

To send reminders through the Invoices section:

  1. Click Sales on the left pane.
  2. At the top left, choose the Invoices tab.
  3. Find the invoice section then put a checkmark on the box.
  4. Under the ACTIONS column, click the drop-down then select Send a reminder.

 

To send reminders through the Customers tab:

 

  1. Select Sales on the left pane.
  2. At the top left, choose the Customers tab.
  3. Click the customer’s name and select the invoice from the Transaction List.
  4. Under the ACTION column, click the drop-down then select Send a reminder.

 

Once you sign-up or connect an existing QuickBooks Payments, your customers can click the Pay Invoice button when you send the reminder. For more details, click this article: Take and process payments in QuickBooks Online.

 

Also, you can activate the Send a copy feature to receive your own copy of the emailed transaction. 

 

Here's how:

 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select the Sales tab.
  3. Go to the Reminders section and select Edit ✏️.
  4. Click the box beside Send a copy to.
  5. Select Save and then Done.

Additionally, I recommend checking out these articles attached below to give you more details regarding sending a reminder to your customers, pay their invoices online, and create recurring transactions:

 

 

If you have additional assistance while managing your QuickBooks account, let me know. I'll be around to provide further assistance. Have a nice day.

Need to get in touch?

Contact us