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dalestout-yahoo-
Level 1

Can't get to setup where I can create a link for my customers to pay me.Had it when 1st setting up, but not now.Assistant instructions say create new invoice,goto bottomX

 
2 Comments 2
Rose-A
Moderator

Can't get to setup where I can create a link for my customers to pay me.Had it when 1st setting up, but not now.Assistant instructions say create new invoice,goto bottomX

Allow me to help you create a link so your customers can pay you in QuickBooks Self-Employed, dalestout-yahoo-.

 

Once you set up payments in QuickBooks Self-Employed, you'll need to create an invoice, email it to your customers and access the link from there.

 

You can follow the steps below to create an invoice with a payment link:

 

  1. Click Invoices in the left panel and create a New invoice.
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  2. Enter invoice details.
  3. From the Customize section, select the Payments ▼.
  4. Once payments are activated, select the Credit card or Bank transfer (ACH) toggle to turn on the options.
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  5. Hit the Email button.

 

Here's an article that contains more details about this process: Create invoices in QuickBooks Self-Employed. This will give you tips on how to customize your template as well as print, exporting and sending reminders to your customers for overdue ones.

 

This should keep you moving today, dalestout-yahoo-. Don't hesitate to let me know if I can be of additional assistance while working with your invoices or need more help with anything in QuickBooks. I'm always here to keep helping. Have a good one!

Rose-A
Moderator

Can't get to setup where I can create a link for my customers to pay me.Had it when 1st setting up, but not now.Assistant instructions say create new invoice,goto bottomX

Hi, dalestout-yahoo-.

 

Hope you're doing great. I wanted to see how everything is going about creating a link for customers you had last Wednesday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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