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cserafin
Level 1

Is there a way to put the QB payment link into the pdf invoice?

We have been sending the QB payment links separately but would like to include in a package of information we send.  These are all pdf's.  We need to "attach" the payment link inside of the invoice pdf.
2 Comments 2
ChristineJoieR
QuickBooks Team

Is there a way to put the QB payment link into the pdf invoice?

Hello there, cserafin. I know you need additional functionality preferences within QuickBooks Online.

 

Please know that the option you mention about adding a payment link within the invoice PDF isn't possible in QuickBooks Online. I suggest submitting feedback to our product developers.

 

If you are willing to submit your suggestion, check out the steps below:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

However, you can consider exploring third-party application that can integrate with QBO and offers this feature as an alternative solution.

 

Let me assist you with how to do it:

 

  1. Click Apps from the left panel.
  2. Go to the Find Apps tab.
  3. From the search bar, type in the keyword to look for an app.
  4. Once done, you can choose an app from the list of results.

 

You can visit this article to search for available apps: QuickBooks Apps Center.

 

You'll want to track your suggestions through this website. You can also visit our blog to keep up with the recent events and developments.

 

If you have other questions about managing sales transactions, add them below. Please don't hesitate to reach out if you have suggestions or concerns. Your satisfaction is our top priority.

4Gal
Level 11

Is there a way to put the QB payment link into the pdf invoice?

@cserafin 

You need a 3rd party solution to do so.

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