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millershomewatch
Level 1

Can you add a payment link to statments?

I want to add a payment link to my statements
6 Comments 6
efenzer-gmail-co
Level 1

Can you add a payment link to statments?

I'm in Europe! I don't have a paid link! Can you help?

AileneA
Moderator

Can you add a payment link to statments?

Hello, miller. 

 

To seamlessly integrate a payment link with QuickBooks Online, you will need to sign up for a QuickBooks Payments or Merchant Service account. QuickBooks Payments is a built-in payment solution offered by Intuit. The feature can be added to your invoice and sent via email or text. Additionally, you have the option to send the payment link as a QR code, allowing customers to scan and make payments effortlessly using their mobile devices.

 

If you haven't signed up for QuickBooks Payments yet, you can follow these steps:

 

  1. Go to the Gear icon in the top right corner.
  2. Select Account and Settings.
  3. In the left-hand menu, choose Payments.
  4. Click Activate payments.
  5. Enter all the information needed.

 

Once you sign up for a payment account, your application will be reviewed and subject to eligibility criteria, credit, and application approval.

 

For more detailed steps on signing up for payments in QBO, refer to this article: Sign up for QuickBooks Payments. Also, check out this article to learn how payment links work: How to use payment links.

 

Also, QuickBooks Payment or Merchant services are only offered in the US region, efenzer. In the meantime, you may want to utilize a third-party payment processor and connect it to your QuickBooks Online account. Search for one from the Apps menu, then go to Find apps

 


 

 

Lastly, these articles may be helpful for gaining more insight into processing payments and staying informed about deposit times. They will provide additional details and ensure you stay updated with the latest information.

 


 Please let me know if there's anything else you need help with regarding processing and accepting customer payments in QBO. I'm always here to help. Have a great day.

lloyd2024
Level 1

Can you add a payment link to statments?

We have already QB merchant but what we are looking for is the option to add invoice payment links to statements.  Currently, when we send a statement it does not include the link for each unpaid invoice which means we have to send all correspondence separately,

 

We need the statement to include a "Link" for each open invoice on the statement in which a customer can click to submit payment.  

AileneA
Moderator

Can you add a payment link to statments?

QuickBooks lets you include a payment link once you already have a QB Payment account, lloyd2024.

 

In QuickBooks, you can easily share the payment link with your customer through various ways. This includes sending it via email and text message. Doing so provides your customers convenient access to the payment link, allowing them to make payments quickly and securely. 

 

To add a payment link to QuickBooks Online, follow these steps:

 

  1. Go to Sales and select Payment Links.
  2. Click New.
  3. Enter a Description for the payment link. This is what your customer will see.
  4. Select a Customer from the drop-down menu.
  5. Enter the Amount that the customer owes.
  6. Choose a Payment Method.
  7. Click Send.

 

Following these steps will successfully add a payment link to your invoices in QuickBooks Online. They can conveniently pay using their preferred payment method (credit card, ACH, etc.) through QuickBooks Payments.

 

For more details, refer to this video article about adding payment links in the system: How to use payment links

 

Additionally, I have included resources to help you learn more about accepting electronic customer payments for online invoices and in-person sales, enabling you to track your sales records accurately.

 

 

If you have any further questions or need additional assistance adding payment links, you can always get back to the Community. Have a great day.

ccarey
Level 1

Can you add a payment link to statments?

Respectfully, you have ignored the question. For STATEMENTS, your clients, me included, want to be able to send statements for past due invoices for which the PAYMENT BUTTON is ON THE STATEMENT. The payment button would allow our customers to click on it and determine which, or all, open invoices they would like to pay online.

The PROBLEM REMAINS now that ONLY THE INVOICE contains the payment button so for every statement, I must also find the past due invoice(s) and email them ALL to the customer.  Defeats the purpose of the bulk processing of statements in QB Desktop. So, if the answer to our question is "it doesn't exist", then say that. And please let your Project Manager for A/R know that this is a "want" so it gets on their radar for a future development features.  Thank you.

Jelayca V
QuickBooks Team

Can you add a payment link to statments?

I appreciate your clarification, @ccarey. Let me give an alternative to simplify customer payment processing in QuickBooks Online (QBO).

 

Currently, QBO doesn’t provide a direct payment button for statements. However, you can create a payment link, button, or QR code and include it in your customer statements as a workaround. This makes it easier for customers to pay their invoices directly from the statement they receive.  

 

To start, you'll want to generate the payment link you can share with your customers. Here’s how you can do it:

  

  1. Navigate to Sales, then Payment links.
  2. Choose an existing link for your customer or click on New payment link.
  3. Decide if it is a One-time payment link or a Multi-use payment link, then Next.
  4. Enter the amount and other necessary information.
  5. Click Create link and choose whether you want a Link, QR Code, or Buy button to Copy
  6. Once finished, click Done.
    sample.jpg

 

Next, let's add the copied payment link to your customer statement. Here's how:

 

  1. Click the +New button, then Statement.
  2. Choose the statement you want to send to your customer by ticking the checkmark on the left side.
  3. Ensure to double-check the email address of your recipient.
  4. Click Save and send at the bottom right.
  5. Insert your payment link into the Body of the email.
  6. When you are finished, hit Send.
    sample.jpg

 

I'm also adding this article to guide you on accepting online payments for online and in-person sales using QuickBooks Payments: Receive and process payments in QuickBooks Online with QuickBooks Payments.

Additionally, you can run reports to get a comprehensive overview of your business finances.

 

If you have questions about customer statements and payment links in QBO or other topics related to the program, the Community is here to help. Please click the Reply button, and I'll get back to you promptly.

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